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
$5.93B
AUM Growth
-$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$31.5M
3
+$31.3M
4
NVR icon
NVR
NVR
+$30.8M
5
PAG icon
Penske Automotive Group
PAG
+$28.9M

Top Sells

1
+$62.4M
2
+$60.7M
3
+$45.3M
4
KHC icon
Kraft Heinz
KHC
+$40.2M
5
UTHR icon
United Therapeutics
UTHR
+$39.8M

Sector Composition

1 Technology 22.04%
2 Financials 14.97%
3 Healthcare 14.79%
4 Consumer Discretionary 14.35%
5 Industrials 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31.5M 0.53%
+847,022
52
$31.4M 0.53%
102,599
+2,040
53
$31.4M 0.53%
326,329
+4,500
54
$31.3M 0.53%
95,745
+6,406
55
$31.3M 0.53%
+331,253
56
$31.1M 0.52%
143,487
-7,444
57
$31.1M 0.52%
1,152,850
-39,667
58
$31M 0.52%
482,786
-126,890
59
$31M 0.52%
504,854
-172,064
60
$30.8M 0.52%
+5,530
61
$30.7M 0.52%
310,557
+9,436
62
$30.5M 0.51%
287,338
-20,320
63
$30.5M 0.51%
118,149
-9,522
64
$30.5M 0.51%
55,859
-21,296
65
$30.3M 0.51%
182,368
-44,257
66
$30.2M 0.51%
950,148
+38,864
67
$30.2M 0.51%
532,815
-126,180
68
$29.9M 0.51%
830,280
+23,140
69
$29.9M 0.5%
848,587
-47,540
70
$29.8M 0.5%
634,380
-227,580
71
$29.8M 0.5%
23,330
-200
72
$29.8M 0.5%
391,407
-106,478
73
$29.8M 0.5%
152,840
-13,442
74
$29.7M 0.5%
12,085
-2,799
75
$29.1M 0.49%
205,241
+203,453
1 2
3
4 5