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
76
$29.3M 0.47%
522,357
+17,503
77
$28.5M 0.45%
505,949
-184,660
78
$28.4M 0.45%
63,539
-11,984
79
$28.1M 0.45%
728,483
-118,539
80
$28M 0.45%
294,652
-36,601
81
$28M 0.45%
152,196
-30,172
82
$27.6M 0.44%
432,720
-100,095
83
$27.2M 0.43%
397,350
-3,560
84
$27.2M 0.43%
354,475
-110,792
85
$27M 0.43%
388,497
-94,289
86
$26.5M 0.42%
599,010
-35,370
87
$26M 0.41%
196,960
-4,584
88
$25.6M 0.41%
10,276
-1,809
89
$24.9M 0.4%
18,009
-5,321
90
$24.7M 0.39%
365,528
-140,750
91
$23.6M 0.38%
541,020
-198,088
92
$23M 0.37%
150,123
-64,536
93
$22.5M 0.36%
228,071
-75,718
94
$22.4M 0.36%
395,856
-71,187
95
$22.1M 0.35%
310,651
-200,170
96
$22M 0.35%
533,793
+335,157
97
$21.7M 0.35%
383,834
-1,941
98
$21.6M 0.34%
821,355
+201,575
99
$21.2M 0.34%
557,996
-53,582
100
$21.1M 0.34%
781,926
+353,558
2 3
4
5 6