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
76
$27.9M 0.47%
150,491
+146,395
77
$27.9M 0.47%
36,114
-7,948
78
$27.9M 0.47%
66,552
-29,292
79
$27.8M 0.47%
+211,185
80
$27.6M 0.47%
88,409
-21,403
81
$27.5M 0.47%
95,783
-22,859
82
$27M 0.46%
+192,872
83
$26.9M 0.46%
+220,082
84
$26.9M 0.46%
1,056,239
-226,020
85
$26.9M 0.45%
+357,638
86
$26.4M 0.45%
585,716
-28,384
87
$26.3M 0.45%
398,754
-131,312
88
$26M 0.44%
160,087
-5,169
89
$25.7M 0.44%
352,392
-64,461
90
$25.4M 0.43%
+45,195
91
$25.3M 0.43%
161,185
-37,487
92
$25.3M 0.43%
227,844
-59,085
93
$24.4M 0.41%
259,445
+237,566
94
$23.7M 0.4%
2,390,540
-979,070
95
$20.3M 0.34%
259,718
-250
96
$19.6M 0.33%
59,585
-55
97
$18.7M 0.32%
231,709
-2,280
98
$18.2M 0.31%
397,209
-3,487
99
$17.5M 0.3%
229,970
-2,160
100
$17.3M 0.29%
466,204
-2,451
2 3
4
5 6