WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.6B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$74.3M
3
+$47.2M
4
PVH icon
PVH
PVH
+$45.9M
5
AN icon
AutoNation
AN
+$16.5M

Top Sells

1
+$66.6M
2
+$41M
3
+$40.8M
4
PAG icon
Penske Automotive Group
PAG
+$37.1M
5
BYD icon
Boyd Gaming
BYD
+$33.3M

Sector Composition

1 Technology 24.2%
2 Financials 17.06%
3 Consumer Discretionary 16.96%
4 Healthcare 13.01%
5 Industrials 11.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$567K 0.01%
50,304
+63
427
$560K 0.01%
17,535
+3,790
428
$555K 0.01%
8,321
+1,018
429
$555K 0.01%
23,546
+3,863
430
$550K 0.01%
21,139
+1,345
431
$543K 0.01%
822
-22
432
$542K 0.01%
39,944
+4,456
433
$539K 0.01%
10,099
+1,941
434
$531K 0.01%
19,274
+1,740
435
$522K 0.01%
17,421
+4,392
436
$522K 0.01%
12,916
+1,578
437
$519K 0.01%
23,568
+2,448
438
$518K 0.01%
8,726
+1,401
439
$517K 0.01%
10,183
+2,618
440
$511K 0.01%
11,652
+1,069
441
$507K 0.01%
13,253
+1,743
442
$504K 0.01%
82,879
+6,738
443
$498K 0.01%
21,074
+1,700
444
$496K 0.01%
34,046
+9,681
445
$495K 0.01%
11,495
+1,011
446
$486K 0.01%
814
447
$479K 0.01%
51,491
+11,643
448
$461K 0.01%
3,088
449
$455K 0.01%
1,729
-43
450
$447K 0.01%
767
-26
16 17
18
19 20