WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$69.3M
3
+$63.5M
4
LAD icon
Lithia Motors
LAD
+$45.8M
5
FOX icon
Fox Class B
FOX
+$44.8M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.7M
4
TXT icon
Textron
TXT
+$57.2M
5
AMAT icon
Applied Materials
AMAT
+$55.3M

Sector Composition

1 Technology 25.24%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.75%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-119,447
527
– –
-2,550
528
– –
-11,734
529
– –
-41,953
530
– –
-645,531
531
– –
-74,076
532
– –
-83,542
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