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
$9.46B
AUM Growth
-$859M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$107M
3
+$74.1M
4
MUR icon
Murphy Oil
MUR
+$67.6M
5
STJ
St Jude Medical
STJ
+$40.4M

Top Sells

1
+$85.2M
2
+$69.2M
3
+$57.1M
4
CMCSA icon
Comcast
CMCSA
+$56.8M
5
HBI
Hanesbrands
HBI
+$55.2M

Sector Composition

1 Financials 20.67%
2 Consumer Discretionary 16.89%
3 Industrials 12.89%
4 Healthcare 10.26%
5 Technology 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$177K ﹤0.01%
23,250
-1,425
577
$174K ﹤0.01%
15,750
-3,550
578
$158K ﹤0.01%
+10,275
579
$152K ﹤0.01%
62,250
+24,675
580
$152K ﹤0.01%
24,475
-4,875
581
$144K ﹤0.01%
22,475
+10,125
582
$131K ﹤0.01%
+11,625
583
$102K ﹤0.01%
2,315
+710
584
$99K ﹤0.01%
32,950
+10,575
585
$92K ﹤0.01%
+11,775
586
– –
-23,650
587
– –
-14,525
588
– –
-26,150
589
– –
-25,460
590
– –
-7,000
591
– –
-49,741
592
– –
-49,450
593
– –
-11,000
594
– –
-132,492
595
– –
-15,150
596
– –
-22,800
597
– –
-27,700
598
– –
-357,814
599
– –
-17,975
600
– –
-17,608
22 23
24
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