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
126
$12.7M 0.22%
177,837
-25,373
127
$12.6M 0.21%
286,106
-31,376
128
$12.6M 0.21%
66,542
-1,877
129
$12.5M 0.21%
127,208
+34,631
130
$12.5M 0.21%
100,912
-3,178
131
$12.2M 0.21%
226,048
+42,758
132
$12.1M 0.21%
12,694
-2,030
133
$12M 0.2%
15,844
-236
134
$12M 0.2%
285,071
-4,341
135
$12M 0.2%
79,808
-36,046
136
$11.9M 0.2%
85,950
-2,946
137
$11.9M 0.2%
153,873
+21,232
138
$11.7M 0.2%
330,764
-3,341
139
$11.7M 0.2%
+88,025
140
$11.6M 0.2%
6,083
-734
141
$11.5M 0.2%
17,738
-3,682
142
$11.5M 0.19%
59,832
+6,828
143
$11.5M 0.19%
62,479
+1,335
144
$11.4M 0.19%
33,038
+988
145
$11.4M 0.19%
162,196
-1,569
146
$11.4M 0.19%
127,168
+13,721
147
$11.4M 0.19%
73,489
-452
148
$11.4M 0.19%
29,130
-5,713
149
$11.3M 0.19%
86,302
-1,349
150
$11.2M 0.19%
86,439
-11,477
4 5
6
7 8