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
$7.42B
AUM Growth
-$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$60.9M
2
+$45.9M
3
+$37.7M
4
NVR icon
NVR
NVR
+$36.4M
5
PHM icon
Pultegroup
PHM
+$36.2M

Top Sells

1
+$70.7M
2
+$41.1M
3
+$39.8M
4
TAP icon
Molson Coors Class B
TAP
+$37.2M
5
THO icon
Thor Industries
THO
+$36.9M

Sector Composition

1 Technology 21.91%
2 Financials 18.13%
3 Consumer Discretionary 13.41%
4 Healthcare 12.36%
5 Industrials 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$209K ﹤0.01%
376
+5
402
$208K ﹤0.01%
+3,357
403
$208K ﹤0.01%
+3,974
404
$207K ﹤0.01%
+2,103
405
$203K ﹤0.01%
+9,147
406
$198K ﹤0.01%
13,048
+2,124
407
$192K ﹤0.01%
14,531
+776
408
$188K ﹤0.01%
14,974
-3,409
409
$183K ﹤0.01%
13,988
+3,816
410
$169K ﹤0.01%
12,145
-1,805
411
$168K ﹤0.01%
10,002
-1,489,208
412
$164K ﹤0.01%
19,168
-3,106
413
$159K ﹤0.01%
13,393
414
$132K ﹤0.01%
15,864
-5,371
415
$125K ﹤0.01%
30,027
+214
416
$117K ﹤0.01%
+10,304
417
$92K ﹤0.01%
12,337
418
$81K ﹤0.01%
10,140
419
– –
-8,064
420
– –
-112,858
421
– –
-506,335
422
– –
-8,981
423
– –
-3,170
424
– –
-2,748
425
– –
-280,808
15 16
17
18 19