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
151
$11.1M 0.19%
45,179
+5,530
152
$11.1M 0.19%
133,332
+27,318
153
$11M 0.19%
21,828
-1,799
154
$10.7M 0.18%
100,156
-448
155
$10.1M 0.17%
28,317
-3,453
156
$10M 0.17%
70,963
-6,659
157
$9.99M 0.17%
158,514
+33,441
158
$9.94M 0.17%
120,660
-34,490
159
$9.71M 0.16%
106,988
-4,876
160
$9.48M 0.16%
91,698
+5,305
161
$9.35M 0.16%
97,580
+914
162
$9.29M 0.16%
45,429
+420
163
$9.15M 0.15%
18,859
+1,012
164
$9.13M 0.15%
258,753
-18,103
165
$9.13M 0.15%
42,903
+3,591
166
$8.83M 0.15%
124,187
+12,259
167
$8.81M 0.15%
46,618
+4,758
168
$8.78M 0.15%
25,431
+972
169
$8.41M 0.14%
29,186
+3,763
170
$8.35M 0.14%
192,740
+27,304
171
$8.15M 0.14%
61,585
-615
172
$7.76M 0.13%
158,377
-19,521
173
$7.66M 0.13%
35,134
-724
174
$7.62M 0.13%
32,322
-3,208
175
$7.43M 0.13%
56,947
+5,492
5 6
7
8 9