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
$8.63B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$70.3M
3
+$67.1M
4
ORCL icon
Oracle
ORCL
+$66.7M
5
GLW icon
Corning
GLW
+$66.4M

Top Sells

1
+$125M
2
+$70.6M
3
+$68.7M
4
CTXS
Citrix Systems Inc
CTXS
+$68.1M
5
ACN icon
Accenture
ACN
+$67.1M

Sector Composition

1 Financials 20.18%
2 Technology 18.23%
3 Consumer Discretionary 14.16%
4 Industrials 12.53%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-179,289
577
– –
-12,983
578
– –
-4,139
579
– –
-3,608,094
580
– –
-223,706
581
– –
-305,099
582
– –
-10,065
583
– –
-14,082
584
– –
-20,831
585
– –
-78,787
586
– –
-2,983
587
– –
-10,403
588
– –
-13,770
589
– –
-7,736
590
– –
-5,452
591
– –
-18,144
592
– –
-243,416
593
– –
-38,240
594
– –
-472,477
595
– –
-2,202,773
596
– –
-16,726
597
– –
-296,853
598
– –
-44,628
599
– –
-39,639
20 21 22 23
24