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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$51.4M
3
+$50.5M
4
RCL icon
Royal Caribbean
RCL
+$50M
5
CCL icon
Carnival Corp
CCL
+$48.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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627
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-1,174,469
628
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-826,468
629
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-9,950
630
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631
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-3,930
632
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-30
633
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-69
634
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-127,300
635
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-134,325
636
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-65,400
637
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-18,400
638
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-143,150
639
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-572,481
640
– –
-328,113
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