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
451
$992K 0.02%
+28,346
452
$990K 0.02%
+49,738
453
$982K 0.02%
+57,877
454
$980K 0.02%
+95,685
455
$979K 0.02%
+20,144
456
$973K 0.02%
+53,802
457
$954K 0.02%
+95,427
458
$951K 0.02%
+54,642
459
$894K 0.01%
+28,737
460
$799K 0.01%
+97,118
461
$794K 0.01%
+54,820
462
$788K 0.01%
3,012
+550
463
$778K 0.01%
+113,083
464
$726K 0.01%
6,765
-283
465
$720K 0.01%
4,349
-166
466
$688K 0.01%
4,729
+2,290
467
$678K 0.01%
1,445
-36
468
$662K 0.01%
2,786
-128
469
$656K 0.01%
4,323
-1
470
$615K 0.01%
7,090
-120
471
$575K 0.01%
1,462
-64
472
$571K 0.01%
+32,904
473
$502K 0.01%
4,350
-113
474
$490K 0.01%
2,646
-116
475
$465K 0.01%
2,953
-407
17 18
19
20 21