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
1
$83.3M 1.41%
622,436
+619,933
2
$79.2M 1.34%
73,398
-4,293
3
$76.9M 1.3%
1,039,010
-30,002
4
$75.3M 1.27%
318,860
-166,884
5
$73.3M 1.24%
334,111
-27,661
6
$73.2M 1.24%
591,796
-82,455
7
$73M 1.24%
822,524
+4,985
8
$72.7M 1.23%
140,323
-2,222
9
$72.4M 1.23%
133,317
-7,134
10
$70.3M 1.19%
289,387
-95,393
11
$70.2M 1.19%
192,572
-72,108
12
$69.8M 1.18%
589,025
-6,732
13
$69.1M 1.17%
2,287,185
+59,625
14
$69.1M 1.17%
94,025
-3,272
15
$68M 1.15%
466,470
+464,396
16
$67.3M 1.14%
+194,891
17
$65.8M 1.11%
203,665
-1,306
18
$65.8M 1.11%
207,077
-23
19
$65.2M 1.1%
300,327
-16,159
20
$64.9M 1.1%
947,846
-6,336
21
$64.7M 1.1%
342,740
+4,785
22
$64.1M 1.09%
182,403
-24,204
23
$63.8M 1.08%
93,496
+8,426
24
$63.4M 1.07%
+767,965
25
$60.8M 1.03%
907,233
+149,429
1
2 3 4 5