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
$5.6B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$74.3M
3
+$47.2M
4
PVH icon
PVH
PVH
+$45.9M
5
AN icon
AutoNation
AN
+$16.5M

Top Sells

1
+$66.6M
2
+$41M
3
+$40.8M
4
PAG icon
Penske Automotive Group
PAG
+$37.1M
5
BYD icon
Boyd Gaming
BYD
+$33.3M

Sector Composition

1 Technology 24.2%
2 Financials 17.06%
3 Consumer Discretionary 16.96%
4 Healthcare 13.01%
5 Industrials 11.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.25M 0.09%
615,941
-57,124
227
$5.25M 0.09%
122,988
+22,372
228
$5.24M 0.09%
92,100
+21,924
229
$5.24M 0.09%
91,244
-14,074
230
$5.19M 0.09%
40,223
+1,731
231
$5.07M 0.09%
30,105
-17,193
232
$5.07M 0.09%
11,355
-1,050
233
$5.05M 0.09%
47,528
-10,427
234
$5.04M 0.09%
366,186
+18,151
235
$5M 0.09%
144,144
+41,251
236
$4.99M 0.09%
86,697
-43,807
237
$4.86M 0.09%
62,936
+19,558
238
$4.85M 0.09%
99,873
-237
239
$4.85M 0.09%
115,558
+3,074
240
$4.78M 0.09%
109,767
+1,832
241
$4.76M 0.08%
286,110
+14,966
242
$4.75M 0.08%
+44,947
243
$4.73M 0.08%
153,691
+32,102
244
$4.72M 0.08%
113,653
+368
245
$4.64M 0.08%
+29,901
246
$4.61M 0.08%
183,995
-35,885
247
$4.59M 0.08%
29,276
-241
248
$4.57M 0.08%
5,678
-54
249
$4.55M 0.08%
126,056
+31,010
250
$4.48M 0.08%
414,357
+130,699
8 9
10
11 12