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
$5.6B
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
501
– –
-6,780
502
– –
-91,828
503
– –
-137,323
504
– –
-867,876
505
– –
-15,854
506
– –
-716,915
507
– –
-222,065
508
– –
-14,001
509
– –
-43,013
510
– –
-16,921
511
– –
-13,397
512
– –
-85,060
513
– –
-32,959
514
– –
-38,161
515
– –
-13,291
516
– –
-172,693
517
– –
-2,167
518
– –
-100,505
519
– –
-19,809
520
– –
-23,822
521
– –
-18,993
17 18 19 20
21