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
301
$3.98M 0.06%
40,316
+36,849
302
$3.91M 0.06%
11,486
+10,340
303
$3.91M 0.06%
478,635
-37,167
304
$3.88M 0.06%
91,488
-369,066
305
$3.81M 0.06%
74,361
+66,539
306
$3.81M 0.06%
140,073
-15,011
307
$3.77M 0.06%
+40,143
308
$3.69M 0.06%
89,837
-61,158
309
$3.67M 0.06%
396,609
-257,832
310
$3.65M 0.06%
157,463
-17,075
311
$3.63M 0.06%
202,290
+24,268
312
$3.6M 0.06%
+218,425
313
$3.52M 0.06%
75,118
-9,309
314
$3.49M 0.06%
138,722
+125,243
315
$3.39M 0.05%
44,668
+41,373
316
$3.37M 0.05%
126,096
+113,934
317
$3.28M 0.05%
143,996
-15,029
318
$3.23M 0.05%
188,343
+172,432
319
$3.23M 0.05%
60,458
+54,103
320
$3.23M 0.05%
23,389
+21,042
321
$3.18M 0.05%
114,975
+106,432
322
$3.16M 0.05%
26,944
+24,242
323
$3.08M 0.05%
+36,860
324
$3.08M 0.05%
206,613
+189,771
325
$3.03M 0.05%
23,493
+21,465
11 12
13
14 15