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
276
$4.13M 0.07%
138,350
-4,762
277
$3.84M 0.06%
276,412
-15,417
278
$3.56M 0.06%
12,340
279
$3.52M 0.06%
101,926
-2,587
280
$3.5M 0.06%
210,411
-5,018
281
$3.45M 0.06%
159,025
-5,557
282
$3.31M 0.06%
213,826
-4,778
283
$3.25M 0.05%
178,022
-3,151
284
$3.22M 0.05%
84,427
-4,624
285
$3.1M 0.05%
229,452
-8,883
286
$2.76M 0.05%
89,996
-2,837
287
$2.74M 0.05%
181,092
-7,567
288
$2.43M 0.04%
93,457
-2,672
289
$2.41M 0.04%
217,454
-11,426
290
$2.05M 0.03%
115,784
-4,796
291
$1.99M 0.03%
19,168
+159
292
$1.69M 0.03%
44,810
-1,097
293
$1.21M 0.02%
89,475
-1,599
294
$1.18M 0.02%
11,406
+183
295
$1.16M 0.02%
21,234
-556
296
$855K 0.01%
4,033
-26
297
$789K 0.01%
8,572
+721
298
$773K 0.01%
7,048
-379
299
$755K 0.01%
8,956
+38
300
$752K 0.01%
47,189
-6,760
10 11
12
13 14