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
376
$243K ﹤0.01%
2,334
+104
377
$243K ﹤0.01%
10,425
+1,223
378
$241K ﹤0.01%
2,750
+80
379
$239K ﹤0.01%
4,510
+592
380
$235K ﹤0.01%
1,230
+18
381
$234K ﹤0.01%
+350
382
$233K ﹤0.01%
1,777
+61
383
$233K ﹤0.01%
2,982
-8
384
$232K ﹤0.01%
+40,134
385
$232K ﹤0.01%
+10,494
386
$232K ﹤0.01%
11,661
+257
387
$230K ﹤0.01%
1,004
+41
388
$228K ﹤0.01%
11,821
+247
389
$226K ﹤0.01%
+1,373
390
$226K ﹤0.01%
7,566
+1,393
391
$223K ﹤0.01%
+5,557
392
$222K ﹤0.01%
537
+27
393
$222K ﹤0.01%
15,911
-51
394
$221K ﹤0.01%
12,544
-3,065
395
$221K ﹤0.01%
5,772
-1,808
396
$219K ﹤0.01%
6,076
-1,297
397
$217K ﹤0.01%
+82
398
$216K ﹤0.01%
20,562
+5,659
399
$215K ﹤0.01%
+1,753
400
$213K ﹤0.01%
+13,077
14 15
16
17 18