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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$50.9M
3
+$47.6M
4
DAN icon
Dana Inc
DAN
+$44.4M
5
WU icon
Western Union
WU
+$40.8M

Top Sells

1
+$130M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-141,200
602
– –
-5,471
603
– –
-325,900
604
– –
-42,987
605
– –
-430,593
606
– –
-15,375
607
– –
-49,200
608
– –
-90,100
609
– –
-160,100
610
– –
-4,552
611
– –
-360,801
612
– –
-203,713
613
– –
-1,514,550
614
– –
-34,400
615
– –
-451,940
616
– –
-65,663
617
– –
-63,800
618
– –
-499,989
21 22 23 24
25