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
$7.42B
AUM Growth
-$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$60.9M
2
+$45.9M
3
+$37.7M
4
NVR icon
NVR
NVR
+$36.4M
5
PHM icon
Pultegroup
PHM
+$36.2M

Top Sells

1
+$70.7M
2
+$41.1M
3
+$39.8M
4
TAP icon
Molson Coors Class B
TAP
+$37.2M
5
THO icon
Thor Industries
THO
+$36.9M

Sector Composition

1 Technology 21.91%
2 Financials 18.13%
3 Consumer Discretionary 13.41%
4 Healthcare 12.36%
5 Industrials 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.65M 0.1%
53,572
+1,678
252
$7.64M 0.1%
203,619
-55,278
253
$7.59M 0.1%
87,114
+65
254
$7.57M 0.1%
90,718
-41,524
255
$7.49M 0.1%
56,476
-1,838
256
$7.44M 0.1%
369,963
-23,099
257
$7.43M 0.1%
194,561
-8,514
258
$7.42M 0.1%
133,926
-2,933
259
$7.21M 0.1%
91,193
+38
260
$6.97M 0.09%
+112,274
261
$6.93M 0.09%
101,320
-8,017
262
$6.87M 0.09%
+89,033
263
$6.84M 0.09%
179,930
+51,081
264
$6.82M 0.09%
254,131
-39,318
265
$6.71M 0.09%
214,117
-10,484
266
$6.62M 0.09%
199,246
-85,183
267
$6.54M 0.09%
726,330
-36,041
268
$6.3M 0.08%
357,689
-12,481
269
$5.84M 0.08%
+158,801
270
$5.71M 0.08%
235,062
+59,088
271
$5.63M 0.08%
128,750
+299
272
$5.62M 0.08%
66,487
+525
273
$5.59M 0.08%
238,190
+63,918
274
$5.58M 0.08%
243,997
-7,343
275
$5.57M 0.08%
134,748
-9,108
9 10
11
12 13