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
$5.93B
AUM Growth
-$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$31.5M
3
+$31.3M
4
NVR icon
NVR
NVR
+$30.8M
5
PAG icon
Penske Automotive Group
PAG
+$28.9M

Top Sells

1
+$62.4M
2
+$60.7M
3
+$45.3M
4
KHC icon
Kraft Heinz
KHC
+$40.2M
5
UTHR icon
United Therapeutics
UTHR
+$39.8M

Sector Composition

1 Technology 22.04%
2 Financials 14.97%
3 Healthcare 14.79%
4 Consumer Discretionary 14.35%
5 Industrials 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$39.4M 0.66%
487,652
-40,507
27
$39.3M 0.66%
162,736
+21,174
28
$39.3M 0.66%
795,622
-43,533
29
$39M 0.66%
275,472
+5,422
30
$38.5M 0.65%
240,462
+2,342
31
$38.1M 0.64%
550,346
+52,452
32
$38.1M 0.64%
193,368
+3,138
33
$38M 0.64%
503,523
+7,092
34
$38M 0.64%
238,267
-9,596
35
$37.9M 0.64%
240,736
-9,726
36
$37.3M 0.63%
81,206
+6,181
37
$37M 0.62%
678,408
-125,345
38
$36.7M 0.62%
75,523
+3,243
39
$36.1M 0.61%
486,021
+105,739
40
$35.8M 0.6%
566,503
+101,886
41
$35.5M 0.6%
132,844
+12,810
42
$35.5M 0.6%
690,609
-79,056
43
$35.4M 0.6%
204,994
-51,786
44
$35.2M 0.59%
719,807
-30,035
45
$35.1M 0.59%
155,242
-13,731
46
$32.8M 0.55%
510,821
-8,698
47
$32.6M 0.55%
823,374
+30,362
48
$32.2M 0.54%
686,974
+14,024
49
$32M 0.54%
303,789
-27,876
50
$31.7M 0.53%
454,433
+29,167
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