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
276
$5.53M 0.07%
139,684
+696
277
$5.13M 0.07%
183,120
+360
278
$5.11M 0.07%
100,597
-61,927
279
$5.06M 0.07%
113,083
-6,161
280
$5.03M 0.07%
91,904
-4,981
281
$4.79M 0.06%
11,529
-2,960
282
$4.55M 0.06%
313,865
+140,987
283
$4.55M 0.06%
101,332
-2,593
284
$4.32M 0.06%
190,950
-3,108
285
$3.92M 0.05%
122,570
-3,503
286
$3.48M 0.05%
790,913
-10,003
287
$2.85M 0.04%
+20,773
288
$2.68M 0.04%
19,160
+280
289
$2.54M 0.03%
54,373
-3,030
290
$2.31M 0.03%
27,709
-34,356
291
$2.28M 0.03%
23,949
-20,721
292
$1.87M 0.03%
96,121
-5,050
293
$1.86M 0.03%
25,530
-8,305
294
$1.76M 0.02%
33,271
-68,496
295
$1.76M 0.02%
10,780
-660
296
$1.01M 0.01%
2,823
-42
297
$965K 0.01%
4,342
+317
298
$857K 0.01%
51,281
-9,731
299
$833K 0.01%
10,850
-85
300
$653K 0.01%
4,273
+141
10 11
12
13 14