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
101
$17.3M 0.29%
503,960
-56,289
102
$17.1M 0.29%
388,839
+22,157
103
$16.7M 0.28%
+118,242
104
$16.7M 0.28%
588,283
-112,496
105
$16.7M 0.28%
103,108
+539
106
$16.5M 0.28%
163,538
-430
107
$16.2M 0.27%
67,684
+1,377
108
$16.2M 0.27%
652,568
+1,515
109
$15.7M 0.27%
636,238
-21,562
110
$15.2M 0.26%
455,717
+10,586
111
$15M 0.25%
372,137
-50,607
112
$14.7M 0.25%
310,534
-14,059
113
$14.5M 0.25%
192,739
+3,968
114
$14.5M 0.25%
86,739
+494
115
$14.2M 0.24%
167,020
+27,816
116
$14.2M 0.24%
290,637
-71,273
117
$14.1M 0.24%
1,060,697
-12,547
118
$13.6M 0.23%
418,916
-88,732
119
$13.2M 0.22%
530,025
-93,592
120
$13.2M 0.22%
220,777
-5,681
121
$13.1M 0.22%
130,218
+18
122
$13.1M 0.22%
+131,747
123
$12.9M 0.22%
37,601
-833
124
$12.9M 0.22%
30,558
-1,022
125
$12.8M 0.22%
371,624
-93,645
3 4
5
6 7