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
326
$398K 0.01%
+12,195
327
$392K 0.01%
7,890
-115,161
328
$391K 0.01%
1,296
+13
329
$388K 0.01%
3,775
+383
330
$388K 0.01%
19,245
-720
331
$383K 0.01%
9,023
-21
332
$382K 0.01%
838
+29
333
$381K 0.01%
3,220
+84
334
$380K 0.01%
4,632
-138
335
$375K 0.01%
2,169
-313
336
$369K 0.01%
6,907
-696,705
337
$361K ﹤0.01%
7,957
-665,519
338
$359K ﹤0.01%
1,451
-18
339
$359K ﹤0.01%
23,208
+2,027
340
$356K ﹤0.01%
8,062
+1,162
341
$355K ﹤0.01%
7,169
+190
342
$353K ﹤0.01%
1,172
-218
343
$353K ﹤0.01%
1,356
+2
344
$350K ﹤0.01%
1,647
+27
345
$343K ﹤0.01%
5,205
+600
346
$342K ﹤0.01%
6,316
+377
347
$331K ﹤0.01%
+3,026
348
$330K ﹤0.01%
6,486
-258,503
349
$325K ﹤0.01%
+2,052
350
$322K ﹤0.01%
+2,396
12 13
14
15 16