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
51
$33.1M 0.59%
239,950
-10,034
52
$33M 0.59%
127,488
+9,284
53
$32.9M 0.59%
417,184
-17,229
54
$32.6M 0.58%
456,868
+7,593
55
$32.4M 0.58%
308,859
-8,552
56
$32.3M 0.58%
142,241
-6,627
57
$31.9M 0.57%
205,965
-8,155
58
$31.3M 0.56%
108,528
-13,134
59
$30.9M 0.55%
350,697
-4,161
60
$30.8M 0.55%
503,965
-6,638
61
$30.8M 0.55%
150,055
-19,046
62
$30.3M 0.54%
662,767
+17,996
63
$30.3M 0.54%
407,907
-48,914
64
$30.1M 0.54%
2,528,570
+188,462
65
$30M 0.54%
63,606
-2,863
66
$29.9M 0.53%
243,357
+20,587
67
$29.8M 0.53%
193,849
-8,847
68
$29.8M 0.53%
64,292
-9,263
69
$29.3M 0.52%
81,177
-15,497
70
$29.1M 0.52%
447,045
-6,115
71
$28.3M 0.51%
61,895
-2,236
72
$28.2M 0.5%
280,073
-63,718
73
$24.4M 0.44%
621,623
-8,209
74
$24.4M 0.44%
629,627
+94,419
75
$20.6M 0.37%
65,924
-22,673
1 2
3
4 5