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
$8.77B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$42.1M
3
+$40.5M
4
SJM icon
J.M. Smucker
SJM
+$39.5M
5
CIEN icon
Ciena
CIEN
+$39.5M

Top Sells

1
+$155M
2
+$57.3M
3
+$54.3M
4
QCOM icon
Qualcomm
QCOM
+$40.5M
5
AAPL icon
Apple
AAPL
+$39.7M

Sector Composition

1 Financials 18.6%
2 Industrials 16.45%
3 Technology 11.59%
4 Healthcare 11.46%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-123,298
602
– –
-475,528
603
– –
-46,065
604
– –
-379,278
21 22 23 24
25