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
$5.8B
AUM Growth
-$3.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$51.3M
3
+$47.4M
4
SGI
Somnigroup International
SGI
+$40.1M
5
HUM icon
Humana
HUM
+$39.7M

Top Sells

1
+$56.4M
2
+$50.6M
3
+$44.4M
4
ANSS
Ansys
ANSS
+$44.4M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$43.1M

Sector Composition

1 Financials 19.43%
2 Technology 15.14%
3 Industrials 13%
4 Consumer Discretionary 11.82%
5 Healthcare 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-110,468
552
– –
-11,647
553
– –
-298,120
554
– –
-146,015
555
– –
-36,842
556
– –
-37,705
557
– –
-288,973
558
– –
-783,876
559
– –
-328,195
560
– –
-6,027
561
– –
-642,413
562
– –
-1,154
563
– –
-70,736
564
– –
-755
565
– –
-3,501
566
– –
-37,362
567
– –
-1,842,784
568
– –
-8,768
569
– –
-4,315
570
– –
-1,451
571
– –
-87,726
572
– –
-1,072,035
573
– –
-6,525
574
– –
-45,173
575
– –
-2,758
21 22
23
24 25