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
251
$5.92M 0.09%
160,459
-20,319
252
$5.91M 0.09%
114,857
-14,938
253
$5.9M 0.09%
35,991
-567
254
$5.9M 0.09%
119,123
+20,967
255
$5.89M 0.09%
183,520
-102,991
256
$5.88M 0.09%
92,509
-50,582
257
$5.87M 0.09%
513,021
-56,814
258
$5.86M 0.09%
359,342
-261,298
259
$5.85M 0.09%
50,486
-2,612
260
$5.79M 0.09%
107,478
-11,467
261
$5.76M 0.09%
48,845
-14,876
262
$5.75M 0.09%
134,908
-14,993
263
$5.72M 0.09%
+83,110
264
$5.67M 0.09%
226,707
+12,108
265
$5.64M 0.09%
95,501
-15,508
266
$5.63M 0.09%
146,767
-15,833
267
$5.58M 0.09%
332,821
+33,585
268
$5.48M 0.09%
50,283
+351
269
$5.45M 0.09%
102,274
-7,629
270
$5.44M 0.09%
40,928
-23,131
271
$5.4M 0.09%
73,992
-6,121
272
$5.36M 0.09%
70,980
-4,034
273
$5.35M 0.09%
58,262
-6,846
274
$5.33M 0.08%
197,160
-3,940
275
$5.31M 0.08%
120,047
-14,212
9 10
11
12 13