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
26
$37.6M 0.6%
254,839
-63,740
27
$37.2M 0.59%
780,260
-43,114
28
$36.9M 0.59%
366,813
+360,831
29
$36.5M 0.58%
554,838
+546,553
30
$36.4M 0.58%
1,014,848
-260,786
31
$36.1M 0.57%
219,327
+11,337
32
$35.5M 0.57%
213,002
+7,761
33
$35.1M 0.56%
1,968,183
+1,949,604
34
$35M 0.56%
450,796
+443,172
35
$34.8M 0.55%
135,676
-19,566
36
$34.4M 0.55%
293,987
-16,570
37
$34.2M 0.55%
313,075
-13,254
38
$34M 0.54%
163,980
-29,388
39
$33.9M 0.54%
203,454
-1,540
40
$33.8M 0.54%
175,484
-64,978
41
$33.7M 0.54%
5,308
-222
42
$33.6M 0.53%
355,221
-148,302
43
$33.6M 0.53%
786,830
+779,675
44
$33.5M 0.53%
833,094
+42,798
45
$33.3M 0.53%
421,600
+415,603
46
$33.2M 0.53%
77,760
-36,615
47
$32.7M 0.52%
98,371
-4,228
48
$32.7M 0.52%
104,995
-13,154
49
$32.6M 0.52%
108,277
-24,567
50
$32.4M 0.52%
+573,769
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