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
276
$3.1M 0.06%
91,246
+93
277
$3.03M 0.05%
174,444
+33,316
278
$3M 0.05%
98,063
+3,523
279
$2.96M 0.05%
64,370
+36,424
280
$2.89M 0.05%
18,032
-1,769
281
$2.7M 0.05%
19,563
-123
282
$2.69M 0.05%
111,328
+29,147
283
$2.67M 0.05%
+126,536
284
$2.66M 0.05%
114,521
+28,631
285
$2.63M 0.05%
9,625
-1,041
286
$2.62M 0.05%
137,244
-60,729
287
$2.59M 0.05%
34,281
-395,426
288
$2.57M 0.05%
30,265
-2,791
289
$2.54M 0.05%
100,354
+3,343
290
$2.53M 0.05%
13,065
+19
291
$2.48M 0.04%
51,124
+2,005
292
$2.46M 0.04%
102,309
+569
293
$2.46M 0.04%
33,081
-13,584
294
$2.46M 0.04%
90,130
+31,672
295
$2.44M 0.04%
73,312
+5,310
296
$2.29M 0.04%
13,273
297
$2.24M 0.04%
76,139
-13
298
$2.23M 0.04%
14,708
+95
299
$2.23M 0.04%
36,541
-1,428
300
$2.15M 0.04%
136,102
+661
10 11
12
13 14