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
276
$5.28M 0.08%
78,866
-8,272
277
$5.26M 0.08%
+419,334
278
$5.24M 0.08%
196,385
+178,904
279
$5.2M 0.08%
88,097
-15,951
280
$5.1M 0.08%
150,671
-16,833
281
$5.09M 0.08%
187,497
-958,023
282
$5.07M 0.08%
35,011
+31,534
283
$5.06M 0.08%
131,208
-2,191
284
$5.05M 0.08%
83,300
+74,632
285
$5.01M 0.08%
133,541
-37,565
286
$4.97M 0.08%
497,951
-32,957
287
$4.94M 0.08%
46,656
-11,883
288
$4.66M 0.07%
13,635
+12,465
289
$4.58M 0.07%
293,091
-23,798
290
$4.49M 0.07%
5,730
-2,568
291
$4.48M 0.07%
139,207
+37,281
292
$4.47M 0.07%
142,658
-12,293
293
$4.46M 0.07%
40,753
+36,339
294
$4.36M 0.07%
130,094
-17,852
295
$4.35M 0.07%
95,095
+87,266
296
$4.31M 0.07%
180,751
+42,401
297
$4.15M 0.07%
1,219,915
-128,653
298
$4.08M 0.07%
48,070
-139,838
299
$4.03M 0.06%
11,841
-499
300
$4.02M 0.06%
419,997
+379,863
10 11
12
13 14