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
301
$650K 0.01%
26,434
+3,883
302
$648K 0.01%
4,757
+134
303
$640K 0.01%
13,602
+2,523
304
$627K 0.01%
2,829
+73
305
$595K 0.01%
4,574
+558
306
$586K 0.01%
2,973
-507
307
$586K 0.01%
3,883
+329
308
$577K 0.01%
1,236
-337
309
$567K 0.01%
1,894
+1,073
310
$532K 0.01%
1,488
+38
311
$510K 0.01%
8,987
-1,600
312
$494K 0.01%
4,371
-679
313
$492K 0.01%
4,999
+619
314
$487K 0.01%
11,812
+125
315
$451K 0.01%
19,414
-2,314
316
$441K 0.01%
7,010
+100
317
$441K 0.01%
9,425
+351
318
$441K 0.01%
3,391
+259
319
$435K 0.01%
5,297
-772
320
$435K 0.01%
1,518
-72
321
$433K 0.01%
2,585
+98
322
$429K 0.01%
+28,086
323
$423K 0.01%
716
-17
324
$414K 0.01%
7,417
+123
325
$410K 0.01%
5,087
+1,048
11 12
13
14 15