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
426
$1.2M 0.02%
224,800
+208,889
427
$1.2M 0.02%
+56,774
428
$1.18M 0.02%
+11,245
429
$1.17M 0.02%
161,616
+146,704
430
$1.16M 0.02%
+68,125
431
$1.15M 0.02%
+8,909
432
$1.14M 0.02%
+77,038
433
$1.13M 0.02%
+20,601
434
$1.11M 0.02%
+43,550
435
$1.11M 0.02%
+42,243
436
$1.1M 0.02%
+38,969
437
$1.1M 0.02%
210,575
+189,853
438
$1.09M 0.02%
+22,985
439
$1.07M 0.02%
+40,444
440
$1.07M 0.02%
3,732
-301
441
$1.06M 0.02%
+39,500
442
$1.05M 0.02%
+126,282
443
$1.01M 0.02%
+37,214
444
$1.01M 0.02%
+30,985
445
$999K 0.02%
+19,687
446
$998K 0.02%
+34,390
447
$998K 0.02%
+37,700
448
$996K 0.02%
+28,005
449
$994K 0.02%
+100,940
450
$994K 0.02%
+20,286
16 17
18
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