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
76
$29.1M 0.49%
1,145,520
+102,933
77
$29M 0.49%
214,659
-3,987
78
$28.6M 0.48%
201,544
-118,993
79
$28.4M 0.48%
+379,704
80
$28.3M 0.48%
+277,696
81
$27.9M 0.47%
+207,990
82
$27.9M 0.47%
960,426
+40,070
83
$27.5M 0.46%
212,992
-47,878
84
$27.4M 0.46%
739,108
-165,858
85
$27.4M 0.46%
506,278
-39,365
86
$27.2M 0.46%
896,822
+102,612
87
$27.2M 0.46%
400,910
-91,133
88
$27M 0.46%
790,296
+9,585
89
$26.9M 0.45%
1,395,410
-182,872
90
$26.9M 0.45%
+368,405
91
$26.8M 0.45%
87,107
-24,309
92
$25.6M 0.43%
674,528
-123,953
93
$25.5M 0.43%
443,884
-35,533
94
$25.5M 0.43%
432,332
-37,149
95
$25M 0.42%
865,920
-135,312
96
$24.9M 0.42%
644,548
-153,193
97
$24.7M 0.42%
249,173
+13,403
98
$24.3M 0.41%
1,014,906
+29,200
99
$24.2M 0.41%
860,133
+100,538
100
$23.8M 0.4%
88,953
-22,851
2 3
4
5 6