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
251
$5.98M 0.1%
75,014
+3,972
252
$5.96M 0.1%
58,539
-11,172
253
$5.92M 0.1%
162,600
+13,880
254
$5.86M 0.1%
316,889
-10,376
255
$5.78M 0.1%
53,098
-9,484
256
$5.66M 0.1%
129,795
-6,461
257
$5.65M 0.1%
36,558
-9,582
258
$5.65M 0.1%
49,932
-15,113
259
$5.6M 0.09%
214,599
-42,214
260
$5.56M 0.09%
102,557
-7,219
261
$5.5M 0.09%
201,100
-28,348
262
$5.48M 0.09%
+299,236
263
$5.42M 0.09%
68,141
-13,259
264
$5.41M 0.09%
180,778
-36,444
265
$5.38M 0.09%
654,441
-115,346
266
$5.3M 0.09%
134,259
-8,658
267
$5.18M 0.09%
154,951
-7,319
268
$5.18M 0.09%
155,084
-5,225
269
$5.08M 0.09%
98,156
+15,334
270
$4.89M 0.08%
133,399
+1,300
271
$4.72M 0.08%
118,945
-5,325
272
$4.71M 0.08%
174,538
-12,765
273
$4.63M 0.08%
1,348,568
-96,020
274
$4.49M 0.08%
+125,509
275
$4.4M 0.07%
515,802
-38,240
9 10
11
12 13