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
26
$47.2M 0.84%
+321,169
27
$47M 0.84%
921,367
-83,836
28
$46.4M 0.83%
205,808
+35,179
29
$46.1M 0.82%
167,817
+24,789
30
$45.9M 0.82%
+375,949
31
$45.7M 0.82%
128,194
+17,077
32
$45.5M 0.81%
2,345,204
+253,339
33
$44.4M 0.79%
1,491,598
+144,843
34
$44.4M 0.79%
701,070
+138,105
35
$44.2M 0.79%
17,100
+3,636
36
$44.2M 0.79%
1,156,989
-18,752
37
$44.1M 0.79%
885,068
-43,499
38
$43.6M 0.78%
387,694
-10,643
39
$43.4M 0.77%
844,086
-36,227
40
$43M 0.77%
111,410
+970
41
$43M 0.77%
385,554
-6,516
42
$42.2M 0.75%
155,990
+13,910
43
$42.2M 0.75%
857,112
-21,003
44
$39.7M 0.71%
104,624
-438
45
$39.5M 0.71%
132,022
-7,537
46
$39.4M 0.7%
508,968
-1,660
47
$39.2M 0.7%
866,481
+122,944
48
$38.1M 0.68%
473,565
-4,439
49
$37.9M 0.68%
572,751
+21,063
50
$35.7M 0.64%
471,419
+26,010
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