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
326
$3.02M 0.05%
123,084
+112,659
327
$3.01M 0.05%
85,592
+76,884
328
$2.95M 0.05%
256,915
-19,497
329
$2.94M 0.05%
100,038
+90,393
330
$2.89M 0.05%
99,249
+90,198
331
$2.85M 0.05%
55,500
+50,199
332
$2.83M 0.05%
69,221
+63,406
333
$2.82M 0.04%
178,727
+157,780
334
$2.82M 0.04%
+71,621
335
$2.8M 0.04%
87,711
-760,876
336
$2.73M 0.04%
196,540
-32,912
337
$2.73M 0.04%
108,051
+97,557
338
$2.73M 0.04%
133,230
+120,153
339
$2.66M 0.04%
60,270
+55,760
340
$2.65M 0.04%
248,755
+228,193
341
$2.62M 0.04%
72,367
+65,648
342
$2.6M 0.04%
55,656
+50,099
343
$2.59M 0.04%
29,902
+27,139
344
$2.59M 0.04%
28,018
+24,762
345
$2.55M 0.04%
59,717
+53,641
346
$2.53M 0.04%
36,050
+33,068
347
$2.52M 0.04%
60,637
+55,317
348
$2.52M 0.04%
65,441
+59,148
349
$2.47M 0.04%
+199,596
350
$2.46M 0.04%
131,593
+119,049
12 13
14
15 16