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
401
$213K ﹤0.01%
1,493
+40
402
$212K ﹤0.01%
+1,860
403
$210K ﹤0.01%
2,610
404
$209K ﹤0.01%
+6,293
405
$207K ﹤0.01%
438
406
$206K ﹤0.01%
+4,625
407
$205K ﹤0.01%
+7,279
408
$204K ﹤0.01%
5,320
-1,416
409
$203K ﹤0.01%
466
+43
410
$202K ﹤0.01%
+6,480
411
$201K ﹤0.01%
8,957
+1,535
412
$198K ﹤0.01%
13,419
-565
413
$189K ﹤0.01%
13,082
+1,755
414
$184K ﹤0.01%
26,500
+4,841
415
$179K ﹤0.01%
+12,023
416
$166K ﹤0.01%
+12,751
417
$165K ﹤0.01%
22,932
+6,205
418
$159K ﹤0.01%
14,704
+2,708
419
$140K ﹤0.01%
11,658
-59
420
$135K ﹤0.01%
+10,688
421
$131K ﹤0.01%
19,354
+8,350
422
$120K ﹤0.01%
14,735
-1,614
423
$111K ﹤0.01%
11,444
+1,001
424
$111K ﹤0.01%
+14,912
425
$110K ﹤0.01%
20,722
+2,223
15 16
17
18 19