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
$6.28B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$80.9M
2
+$80.8M
3
+$80M
4
THC icon
Tenet Healthcare
THC
+$40M
5
DVA icon
DaVita
DVA
+$36.3M

Top Sells

1
+$76.1M
2
+$69.9M
3
+$30.5M
4
ULTA icon
Ulta Beauty
ULTA
+$30.5M
5
BJ icon
BJs Wholesale Club
BJ
+$29.8M

Sector Composition

1 Technology 23.71%
2 Consumer Discretionary 15.25%
3 Financials 14.98%
4 Healthcare 14.82%
5 Industrials 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.4M 0.52%
+311,939
52
$32.3M 0.51%
600,679
-77,729
53
$32.2M 0.51%
659,592
+653,820
54
$31.9M 0.51%
461,509
-24,512
55
$31.8M 0.51%
472,185
-94,318
56
$31.6M 0.5%
142,502
-20,234
57
$31.3M 0.5%
128,440
-15,047
58
$31.3M 0.5%
95,854
+8,747
59
$31.2M 0.5%
433,189
-21,244
60
$30.8M 0.49%
350,682
-29,022
61
$30.8M 0.49%
228,612
-9,655
62
$30.7M 0.49%
480,019
-70,327
63
$30.6M 0.49%
1,145,067
-7,783
64
$30.5M 0.48%
+416,110
65
$30.4M 0.48%
106,815
-34,811
66
$30.1M 0.48%
+79,426
67
$30.1M 0.48%
203,758
-36,978
68
$30.1M 0.48%
67,664
-13,542
69
$30M 0.48%
162,604
+26,491
70
$30M 0.48%
638,507
-157,115
71
$30M 0.48%
92,994
-2,751
72
$29.7M 0.47%
+243,863
73
$29.6M 0.47%
239,082
-33,786
74
$29.5M 0.47%
640,409
-46,565
75
$29.4M 0.47%
242,351
-35,345
1 2
3
4 5