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
401
$1.44M 0.02%
112,611
+100,953
402
$1.44M 0.02%
+31,180
403
$1.42M 0.02%
+26,600
404
$1.42M 0.02%
+48,726
405
$1.39M 0.02%
+50,345
406
$1.38M 0.02%
+19,963
407
$1.35M 0.02%
+66,109
408
$1.35M 0.02%
+47,710
409
$1.33M 0.02%
+47,036
410
$1.32M 0.02%
+103,741
411
$1.31M 0.02%
+67,498
412
$1.3M 0.02%
+15,780
413
$1.29M 0.02%
+47,087
414
$1.29M 0.02%
+62,278
415
$1.29M 0.02%
+95,815
416
$1.27M 0.02%
+12,444
417
$1.27M 0.02%
+119,893
418
$1.27M 0.02%
+30,272
419
$1.26M 0.02%
+49,228
420
$1.24M 0.02%
29,400
+2,490
421
$1.24M 0.02%
+28,615
422
$1.23M 0.02%
+45,596
423
$1.22M 0.02%
+46,782
424
$1.2M 0.02%
+53,498
425
$1.2M 0.02%
+20,848
15 16
17
18 19