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
326
$1.45M 0.03%
14,282
-2,518
327
$1.42M 0.03%
22,725
-1,235
328
$1.42M 0.03%
139,043
-31,109
329
$1.42M 0.03%
+59,539
330
$1.38M 0.02%
4,527
+1,389
331
$1.37M 0.02%
33,907
+4,549
332
$1.36M 0.02%
60,898
+10,020
333
$1.36M 0.02%
25,699
+4,833
334
$1.35M 0.02%
26,453
+3,676
335
$1.33M 0.02%
62,591
+2,763
336
$1.33M 0.02%
3,754
-102
337
$1.32M 0.02%
35,896
+157
338
$1.32M 0.02%
24,457
+1,366
339
$1.29M 0.02%
50,512
-1,004
340
$1.27M 0.02%
16,977
+4,952
341
$1.24M 0.02%
36,450
-27
342
$1.23M 0.02%
23,139
-763,947
343
$1.18M 0.02%
19,317
+2,175
344
$1.17M 0.02%
+27,146
345
$1.15M 0.02%
53,516
+10
346
$1.14M 0.02%
67,653
+8,492
347
$1.11M 0.02%
3,266
-656
348
$1.1M 0.02%
19,598
+6,563
349
$1.09M 0.02%
14,185
+3,885
350
$1.08M 0.02%
29,578
+5,748
12 13
14
15 16