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
$5.93B
AUM Growth
-$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$31.5M
3
+$31.3M
4
NVR icon
NVR
NVR
+$30.8M
5
PAG icon
Penske Automotive Group
PAG
+$28.9M

Top Sells

1
+$62.4M
2
+$60.7M
3
+$45.3M
4
KHC icon
Kraft Heinz
KHC
+$40.2M
5
UTHR icon
United Therapeutics
UTHR
+$39.8M

Sector Composition

1 Technology 22.04%
2 Financials 14.97%
3 Healthcare 14.79%
4 Consumer Discretionary 14.35%
5 Industrials 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$311K 0.01%
3,173
-42
352
$311K 0.01%
12,162
-2,125
353
$302K 0.01%
2,702
-477
354
$301K 0.01%
1,349
355
$294K 0.01%
5,301
+9
356
$293K ﹤0.01%
25,065
+4,773
357
$281K ﹤0.01%
20,947
+2,075
358
$277K ﹤0.01%
2,982
+43
359
$277K ﹤0.01%
8,543
+954
360
$276K ﹤0.01%
2,167
+38
361
$276K ﹤0.01%
9,051
+165
362
$267K ﹤0.01%
7,155
+552
363
$264K ﹤0.01%
2,695
-7
364
$264K ﹤0.01%
2,028
-682
365
$259K ﹤0.01%
16,842
-3,637
366
$259K ﹤0.01%
1,337
+6
367
$258K ﹤0.01%
+9,645
368
$258K ﹤0.01%
6,719
-381
369
$258K ﹤0.01%
14,733
+1,839
370
$256K ﹤0.01%
6,355
-1,187
371
$252K ﹤0.01%
5,815
-1,659
372
$251K ﹤0.01%
3,256
-37
373
$248K ﹤0.01%
14,978
+1,175
374
$248K ﹤0.01%
2,763
-275
375
$245K ﹤0.01%
3,295
+384
13 14
15
16 17