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
$5.9B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$59.9M
3
+$59.8M
4
IDCC icon
InterDigital
IDCC
+$52.9M
5
VOYA icon
Voya Financial
VOYA
+$36.1M

Top Sells

1
+$63.6M
2
+$40.1M
3
+$39.2M
4
WFC icon
Wells Fargo
WFC
+$38.2M
5
SNV
Synovus
SNV
+$36.4M

Sector Composition

1 Technology 31.86%
2 Financials 14.99%
3 Consumer Discretionary 12.84%
4 Healthcare 12.25%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$34.6M 0.59%
+158,161
52
$34.4M 0.58%
351,065
-73,929
53
$34.3M 0.58%
480,089
-46,622
54
$34.3M 0.58%
+562,383
55
$34.2M 0.58%
105,607
-28,775
56
$33.8M 0.57%
326,067
+298
57
$33.7M 0.57%
59,678
-22,368
58
$33.4M 0.57%
67,962
+47
59
$33.3M 0.56%
250,918
-17,526
60
$33.3M 0.56%
135,045
-43,295
61
$32.7M 0.55%
1,186,075
-176,804
62
$32.6M 0.55%
218,789
-34,237
63
$32.4M 0.55%
103,183
-36,662
64
$32.3M 0.55%
+373,668
65
$32.3M 0.55%
+1,396,136
66
$31.9M 0.54%
282,183
-189,123
67
$31.8M 0.54%
72,729
-14,066
68
$31.4M 0.53%
273,992
-46,337
69
$30.8M 0.52%
142,625
-27,600
70
$30.6M 0.52%
+403,529
71
$30.6M 0.52%
336,103
-128,098
72
$30.5M 0.52%
240,848
-3,491
73
$30M 0.51%
129,759
-35,033
74
$29.5M 0.5%
390,797
-95,782
75
$29M 0.49%
505,246
-161,564
1 2
3
4 5