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
201
$5.93M 0.1%
31,794
+142
202
$5.75M 0.1%
52,340
-1,066
203
$5.7M 0.1%
48,198
-9,075
204
$5.67M 0.1%
22,286
205
$5.67M 0.1%
126,401
+23,769
206
$5.57M 0.09%
196,141
+30,462
207
$5.38M 0.09%
39,980
-395
208
$5.27M 0.09%
75,298
+4,531
209
$5.1M 0.09%
20,310
+897
210
$5.04M 0.09%
56,211
-4,398
211
$4.99M 0.08%
205,487
-85,652
212
$4.91M 0.08%
86,992
-16,593
213
$4.88M 0.08%
39,553
+5,660
214
$4.81M 0.08%
48,653
-6,228
215
$4.77M 0.08%
166,639
+32,196
216
$4.68M 0.08%
23,685
-6,066
217
$4.66M 0.08%
85,731
+7,428
218
$4.64M 0.08%
105,359
+736
219
$4.58M 0.08%
96,888
+19,872
220
$4.58M 0.08%
54,684
+1,947
221
$4.48M 0.08%
39,686
-7,763
222
$4.48M 0.08%
+41,218
223
$4.43M 0.08%
75,584
-12,222
224
$4.43M 0.08%
118,466
+20,336
225
$4.42M 0.07%
241,511
+42,647
7 8
9
10 11