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
$8.1B
AUM Growth
-$2.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$87.3M
2
+$70.3M
3
+$43.3M
4
LMT icon
Lockheed Martin
LMT
+$42.7M
5
CDNS icon
Cadence Design Systems
CDNS
+$41.1M

Top Sells

1
+$93.5M
2
+$64.1M
3
+$58.9M
4
ADI icon
Analog Devices
ADI
+$54.6M
5
TXN icon
Texas Instruments
TXN
+$54.5M

Sector Composition

1 Financials 19.11%
2 Industrials 16.54%
3 Healthcare 12.06%
4 Consumer Discretionary 10.98%
5 Technology 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$185K ﹤0.01%
17,306
-1,505
552
$177K ﹤0.01%
15,494
-209
553
$176K ﹤0.01%
46,065
+13,692
554
$106K ﹤0.01%
2,935
+327
555
– –
-37,465
556
– –
-11,550
557
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-5,239
558
– –
-21,303
559
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-204,542
560
– –
-2,199
561
– –
-8,380,360
562
– –
-22,436
563
– –
-4,096
564
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-41,622
565
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-16,730
566
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-5,966
567
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568
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569
– –
-75,031
570
– –
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571
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572
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-35,250
573
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-4,042
574
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-265,976
575
– –
-16,737
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