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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$75.1M
2
+$39.7M
3
+$39.2M
4
LLTC
Linear Technology Corp
LLTC
+$34.8M
5
COL
Rockwell Collins
COL
+$34.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$49.5M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.23%
4 Healthcare 11.11%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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-16,811
627
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-265,200
628
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-19,800
629
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-603,750
630
– –
-6,000
631
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-57,900
632
– –
-794,775
633
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-27,900
634
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-623,476
635
– –
-52,700
636
– –
-45,275
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