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
476
$229K ﹤0.01%
2,781
-119
477
$229K ﹤0.01%
4,460
+3
478
$224K ﹤0.01%
1,424
+80
479
$220K ﹤0.01%
736
-44
480
$220K ﹤0.01%
+1,172
481
$206K ﹤0.01%
+454
482
$204K ﹤0.01%
588
-1,136
483
$203K ﹤0.01%
+2,951
484
$190K ﹤0.01%
11,327
+88
485
– –
-78,952
486
– –
-173,083
487
– –
-46,599
488
– –
-198,255
489
– –
-384,615
490
– –
-933,622
491
– –
-32,867
492
– –
-101,287
493
– –
-15,259
494
– –
-13,348
495
– –
-98,099
496
– –
-31,991
497
– –
-6,633
498
– –
-38,601
499
– –
-858
500
– –
-6,780
17 18 19
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