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
$6.28B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$80.9M
2
+$80.8M
3
+$80M
4
THC icon
Tenet Healthcare
THC
+$40M
5
DVA icon
DaVita
DVA
+$36.3M

Top Sells

1
+$76.1M
2
+$69.9M
3
+$30.5M
4
ULTA icon
Ulta Beauty
ULTA
+$30.5M
5
BJ icon
BJs Wholesale Club
BJ
+$29.8M

Sector Composition

1 Technology 23.71%
2 Consumer Discretionary 15.25%
3 Financials 14.98%
4 Healthcare 14.82%
5 Industrials 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.51M 0.12%
228,789
+206,608
227
$7.45M 0.12%
+249,496
228
$7.3M 0.12%
59,524
-26,109
229
$7.08M 0.11%
169,121
-17,583
230
$7.03M 0.11%
171,970
-18,476
231
$6.83M 0.11%
113,358
+5,187
232
$6.81M 0.11%
69,190
+8,437
233
$6.65M 0.11%
125,123
-74,045
234
$6.61M 0.11%
256,160
-306,793
235
$6.59M 0.11%
560,318
-51,435
236
$6.58M 0.1%
34,770
-20,389
237
$6.54M 0.1%
68,404
-19,125
238
$6.53M 0.1%
184,128
+58,619
239
$6.51M 0.1%
35,461
-3,668
240
$6.37M 0.1%
7,124
-6,112
241
$6.3M 0.1%
32,738
+29,536
242
$6.3M 0.1%
55,881
+4,709
243
$6.26M 0.1%
+546,136
244
$6.22M 0.1%
+95,341
245
$6.17M 0.1%
82,259
-20,298
246
$6.05M 0.1%
155,812
-13,410
247
$5.99M 0.1%
7,405
+6,656
248
$5.97M 0.1%
62,843
-39,671
249
$5.95M 0.09%
61,353
-6,788
250
$5.94M 0.09%
35,514
+32,218
8 9
10
11 12