WCM

Wedge Capital Management Portfolio holdings

AUM $5.42B
1-Year Est. Return 33.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$359M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$94.5M
2
+$55.2M
3
+$52.3M
4
MGM icon
MGM Resorts International
MGM
+$51M
5
TGT icon
Target
TGT
+$49.3M

Top Sells

1
+$133M
2
+$69M
3
+$65.3M
4
MTB icon
M&T Bank
MTB
+$62.3M
5
AZN icon
AstraZeneca
AZN
+$51M

Sector Composition

1 Financials 20.87%
2 Industrials 14.13%
3 Consumer Discretionary 14.11%
4 Healthcare 11.89%
5 Technology 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$205K ﹤0.01%
18,540
-4,038
552
$204K ﹤0.01%
+3,703
553
$203K ﹤0.01%
4,224
-2,587
554
$203K ﹤0.01%
18,026
-4,059
555
$201K ﹤0.01%
+6,251
556
$197K ﹤0.01%
17,407
-8,245
557
$185K ﹤0.01%
637
-16
558
$185K ﹤0.01%
16,025
559
$166K ﹤0.01%
16,376
-5,599
560
– –
-1,553,383
561
– –
-21,584
562
– –
-149,920
563
– –
-16,476
564
– –
-169,914
565
– –
-6,995
566
– –
-38,475
567
– –
-26,700
568
– –
-400,219
569
– –
-30,273
570
– –
-1,309,439
571
– –
-34,700
572
– –
-16,600
573
– –
-301,655
574
– –
-2,031,189
575
– –
-230,100
21 22
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