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
451
$430K 0.01%
8,184
452
$403K 0.01%
28,362
+5,253
453
$390K 0.01%
735
-5
454
$387K 0.01%
7,654
+119
455
$385K 0.01%
11,429
+45
456
$370K 0.01%
52,668
-3,691
457
$363K 0.01%
8,282
-425
458
$361K 0.01%
3,279
-134
459
$337K 0.01%
+3,730
460
$317K 0.01%
2,193
-45
461
$311K 0.01%
10,816
-49
462
$305K 0.01%
1,320
-169
463
$303K 0.01%
2,878
464
$300K 0.01%
3,184
+56
465
$292K 0.01%
1,787
+26
466
$291K 0.01%
985
+42
467
$280K 0.01%
396
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468
$270K ﹤0.01%
76
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469
$267K ﹤0.01%
1,271
+45
470
$265K ﹤0.01%
2,604
+70
471
$258K ﹤0.01%
2,221
-137,325
472
$239K ﹤0.01%
+2,843
473
$233K ﹤0.01%
+2,487
474
$232K ﹤0.01%
+286
475
$230K ﹤0.01%
2,400
+199
17 18
19
20 21