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
$8.96B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$44.3M
3
+$43.3M
4
AAPL icon
Apple
AAPL
+$41.8M
5
AMAT icon
Applied Materials
AMAT
+$41.7M

Top Sells

1
+$46.9M
2
+$42.1M
3
+$41M
4
AIZ icon
Assurant
AIZ
+$40.4M
5
TXN icon
Texas Instruments
TXN
+$39.9M

Sector Composition

1 Financials 20.49%
2 Industrials 14.66%
3 Technology 12.79%
4 Consumer Discretionary 11.64%
5 Healthcare 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$126K ﹤0.01%
52,222
-15,585
552
$124K ﹤0.01%
29,965
+3,724
553
$112K ﹤0.01%
39,273
-3,024
554
$112K ﹤0.01%
15,059
-4,378
555
$112K ﹤0.01%
10,989
+455
556
$109K ﹤0.01%
11,689
+124
557
$107K ﹤0.01%
17,141
-914
558
$99K ﹤0.01%
12,775
-90,370
559
$84K ﹤0.01%
1,460
-418
560
$75K ﹤0.01%
24,626
-12,839
561
– –
-1,046,038
562
– –
-27,489
563
– –
-35,438
564
– –
-41,716
565
– –
-259,777
566
– –
-89,288
567
– –
-9,908
568
– –
-293,102
569
– –
-496,129
570
– –
-245,320
571
– –
-209,737
572
– –
-39,529
573
– –
-8,842
574
– –
-120,147
575
– –
-322,086
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