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
251
$4.44M 0.08%
11,820
252
$4.39M 0.08%
291,644
+5,609
253
$4.34M 0.08%
69,630
-8,036
254
$4.24M 0.08%
50,746
+274
255
$4.21M 0.08%
18,914
+488
256
$4.15M 0.07%
41,500
+65
257
$4.14M 0.07%
92,408
-208
258
$4.09M 0.07%
79,018
+1,210
259
$3.89M 0.07%
125,839
+13,433
260
$3.82M 0.07%
73,845
+1,049
261
$3.81M 0.07%
59,760
+18,756
262
$3.8M 0.07%
68,071
-2,654
263
$3.72M 0.07%
67,806
-34,334
264
$3.7M 0.07%
114,091
+21,174
265
$3.67M 0.07%
46,193
+1,719
266
$3.66M 0.07%
34,396
-11,230
267
$3.61M 0.06%
65,531
+1,958
268
$3.59M 0.06%
211,593
-13,181
269
$3.54M 0.06%
60,672
-897
270
$3.52M 0.06%
76,507
-28,213
271
$3.42M 0.06%
31,633
-4,026
272
$3.39M 0.06%
19,468
-1,787
273
$3.29M 0.06%
35,642
-3,630
274
$3.18M 0.06%
16,995
-1,630
275
$3.18M 0.06%
223,918
-967
9 10
11
12 13