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
376
$1.88M 0.03%
87,154
+79,875
377
$1.86M 0.03%
+27,933
378
$1.84M 0.03%
+42,747
379
$1.81M 0.03%
+34,401
380
$1.8M 0.03%
108,287
-7,497
381
$1.76M 0.03%
+64,659
382
$1.72M 0.03%
+37,944
383
$1.69M 0.03%
+33,599
384
$1.68M 0.03%
255,563
+236,209
385
$1.68M 0.03%
+18,542
386
$1.66M 0.03%
+41,049
387
$1.66M 0.03%
+49,468
388
$1.64M 0.03%
+45,884
389
$1.64M 0.03%
+34,971
390
$1.63M 0.03%
+111,690
391
$1.63M 0.03%
+100,389
392
$1.63M 0.03%
39,782
+18,548
393
$1.61M 0.03%
+72,118
394
$1.58M 0.03%
41,840
-2,970
395
$1.53M 0.02%
+57,797
396
$1.53M 0.02%
+16,629
397
$1.53M 0.02%
+71,689
398
$1.52M 0.02%
+9,228
399
$1.5M 0.02%
+11,936
400
$1.5M 0.02%
165,946
+151,211
14 15
16
17 18