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
$9.96B
AUM Growth
+$590M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$70.8M
3
+$67.3M
4
DHI icon
D.R. Horton
DHI
+$67.1M
5
ACM icon
Aecom
ACM
+$53M

Top Sells

1
+$124M
2
+$106M
3
+$85.9M
4
CFN
CAREFUSION CORPORATION
CFN
+$71.3M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$66.1M

Sector Composition

1 Financials 20.75%
2 Consumer Discretionary 18.68%
3 Industrials 14.1%
4 Healthcare 10.27%
5 Technology 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$207K ﹤0.01%
21,700
+3,675
577
$204K ﹤0.01%
+15,950
578
$197K ﹤0.01%
28,825
-703,505
579
$193K ﹤0.01%
+17,050
580
$134K ﹤0.01%
10,200
+400
581
$125K ﹤0.01%
68,625
+30,975
582
$124K ﹤0.01%
+10,925
583
$122K ﹤0.01%
3,575
-208,883
584
$116K ﹤0.01%
69,700
+23,350
585
$108K ﹤0.01%
6,093
+1,798
586
$101K ﹤0.01%
+1,788
587
$101K ﹤0.01%
+13,825
588
– –
-21,025
589
– –
-964,400
590
– –
-26,750
591
– –
-3,550
592
– –
-70,400
593
– –
-543,396
594
– –
-1,314,993
595
– –
-145,544
596
– –
-330,337
597
– –
-581,984
598
– –
-1,761,242
599
– –
-181,336
600
– –
-6,800
22 23
24
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