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
301
$2.13M 0.04%
6,038
+1,033
302
$2.12M 0.04%
303
-5,851
303
$2.08M 0.04%
17,344
+889
304
$2.03M 0.04%
51,932
-24,657
305
$2.02M 0.04%
+71,905
306
$2M 0.04%
18,544
+14
307
$1.88M 0.03%
43,481
+4,407
308
$1.85M 0.03%
12,816
+1,720
309
$1.85M 0.03%
27,742
-86
310
$1.8M 0.03%
+85,276
311
$1.8M 0.03%
61,225
+5,764
312
$1.79M 0.03%
+12,581
313
$1.75M 0.03%
+130,496
314
$1.65M 0.03%
90,166
+8,383
315
$1.64M 0.03%
8,341
-859
316
$1.61M 0.03%
87,184
+18,013
317
$1.57M 0.03%
19,981
+3,467
318
$1.55M 0.03%
4,790
-615
319
$1.53M 0.03%
30,910
+650
320
$1.5M 0.03%
8,408
-21
321
$1.49M 0.03%
78,338
+641
322
$1.49M 0.03%
30,787
-390
323
$1.49M 0.03%
77,195
+9,338
324
$1.46M 0.03%
63,897
-2,098
325
$1.46M 0.03%
29,701
+2,281
11 12
13
14 15