WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.93B
AUM Growth
-$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$31.5M
3
+$31.3M
4
NVR icon
NVR
NVR
+$30.8M
5
PAG icon
Penske Automotive Group
PAG
+$28.9M

Top Sells

1
+$62.4M
2
+$60.7M
3
+$45.3M
4
KHC icon
Kraft Heinz
KHC
+$40.2M
5
UTHR icon
United Therapeutics
UTHR
+$39.8M

Sector Composition

1 Technology 22.04%
2 Financials 14.97%
3 Healthcare 14.79%
4 Consumer Discretionary 14.35%
5 Industrials 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.68M 0.11%
87,138
-5,503
227
$6.63M 0.11%
150,995
-6,273
228
$6.61M 0.11%
569,835
-25,397
229
$6.6M 0.11%
+108,171
230
$6.52M 0.11%
63,721
-18,846
231
$6.49M 0.11%
147,946
-7,106
232
$6.48M 0.11%
78,107
-290,174
233
$6.47M 0.11%
46,575
-6,806
234
$6.41M 0.11%
60,753
-4,525
235
$6.37M 0.11%
24,800
-9,118
236
$6.35M 0.11%
104,048
-727
237
$6.34M 0.11%
66,181
-8,779
238
$6.34M 0.11%
198,636
-35,708
239
$6.21M 0.1%
172,347
-17,786
240
$6.19M 0.1%
59,698
-60,875
241
$6.18M 0.1%
53,315
-12,730
242
$6.11M 0.1%
65,108
-11,738
243
$6.09M 0.1%
80,113
+13,250
244
$6.05M 0.1%
68,172
+63,458
245
$6.04M 0.1%
530,908
+5,953
246
$6.02M 0.1%
109,903
-19,567
247
$6M 0.1%
111,009
-8,816
248
$5.98M 0.1%
8,298
-4,073
249
$5.98M 0.1%
171,106
-42,111
250
$5.98M 0.1%
122,258
-23,374
8 9
10
11 12