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
76
$20.6M 0.37%
14,486
+1,594
77
$19.8M 0.35%
511,988
+63,190
78
$19.5M 0.35%
122,068
+15,686
79
$19.4M 0.35%
333,198
+25,235
80
$19.2M 0.34%
436,086
+68,682
81
$18.8M 0.33%
338,654
+4,087
82
$18.7M 0.33%
243,119
+39,574
83
$18.7M 0.33%
253,424
+18,439
84
$18.1M 0.32%
132,915
-332
85
$18M 0.32%
527,145
+70,257
86
$17.8M 0.32%
586,065
+102,524
87
$17.7M 0.32%
500,704
+65,425
88
$17.3M 0.31%
256,465
-5,718
89
$17.2M 0.31%
262,003
-1,890
90
$17.1M 0.31%
144,083
+103,330
91
$17.1M 0.3%
472,489
+68,779
92
$17.1M 0.3%
346,554
-8,287
93
$17M 0.3%
704,129
+85,251
94
$16.7M 0.3%
101,123
-18,034
95
$16M 0.29%
126,337
-11,911
96
$16M 0.29%
183,924
-14,833
97
$15.8M 0.28%
27,628
-4,209
98
$15.3M 0.27%
205,698
+46,089
99
$15.1M 0.27%
188,808
-6,147
100
$15.1M 0.27%
123,822
+4,000
2 3
4
5 6