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
$7.42B
AUM Growth
-$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$60.9M
2
+$45.9M
3
+$37.7M
4
NVR icon
NVR
NVR
+$36.4M
5
PHM icon
Pultegroup
PHM
+$36.2M

Top Sells

1
+$70.7M
2
+$41.1M
3
+$39.8M
4
TAP icon
Molson Coors Class B
TAP
+$37.2M
5
THO icon
Thor Industries
THO
+$36.9M

Sector Composition

1 Technology 21.91%
2 Financials 18.13%
3 Consumer Discretionary 13.41%
4 Healthcare 12.36%
5 Industrials 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39.4M 0.53%
679,831
-21,192
52
$39.4M 0.53%
1,798,456
+146,775
53
$38.6M 0.52%
96,946
-3,017
54
$38.5M 0.52%
281,590
+15,363
55
$38.4M 0.52%
835,557
+341,660
56
$37.9M 0.51%
812,980
-44,860
57
$37.8M 0.51%
244,015
-14,386
58
$37.7M 0.51%
+332,036
59
$37.2M 0.5%
1,082,437
-120,480
60
$37.2M 0.5%
126,802
-2,046
61
$37.1M 0.5%
508,333
-40,401
62
$37.1M 0.5%
255,951
-49,064
63
$36.9M 0.5%
277,840
+16,676
64
$36.8M 0.5%
467,782
+88,202
65
$36.8M 0.5%
367,425
+4,875
66
$36.7M 0.49%
74,790
-2,199
67
$36.7M 0.49%
321,245
-9,801
68
$36.6M 0.49%
874,165
+863,732
69
$36.6M 0.49%
419,407
-16,932
70
$36.5M 0.49%
776,878
+168,833
71
$36.5M 0.49%
119,120
-29,623
72
$36.4M 0.49%
+8,155
73
$36.4M 0.49%
224,448
-53,026
74
$36.2M 0.49%
498,678
+78,730
75
$36.1M 0.49%
374,126
-161,688
1 2
3
4 5