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
351
$2.44M 0.04%
193,895
-23,559
352
$2.41M 0.04%
72,536
-877,612
353
$2.4M 0.04%
+33,047
354
$2.37M 0.04%
198,813
-15,013
355
$2.36M 0.04%
+58,109
356
$2.29M 0.04%
79,815
+70,858
357
$2.26M 0.04%
124,606
-85,805
358
$2.19M 0.03%
157,371
+144,289
359
$2.16M 0.03%
131,253
+119,592
360
$2.16M 0.03%
+29,810
361
$2.13M 0.03%
4,194
+3,728
362
$2.06M 0.03%
83,231
-6,765
363
$2.06M 0.03%
+7,976
364
$2.05M 0.03%
+32,766
365
$2.05M 0.03%
13,675
+12,182
366
$2.04M 0.03%
123,879
+110,460
367
$2.03M 0.03%
143,065
+131,042
368
$2.03M 0.03%
245,958
+223,026
369
$2.01M 0.03%
+8,216
370
$1.99M 0.03%
87,857
-5,600
371
$1.99M 0.03%
+64,176
372
$1.96M 0.03%
+21,004
373
$1.9M 0.03%
18,433
+16,573
374
$1.89M 0.03%
233,857
+207,357
375
$1.89M 0.03%
14,465
+3,059
13 14
15
16 17