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
101
$22.6M 0.38%
611,293
-146,921
102
$22.5M 0.38%
332,136
-138,948
103
$22.1M 0.37%
136,113
+2,265
104
$22.1M 0.37%
611,578
+67,995
105
$21.8M 0.37%
339,360
-64,667
106
$21.3M 0.36%
385,775
+32,807
107
$21.2M 0.36%
166,933
-19,103
108
$21.1M 0.36%
467,043
+128,502
109
$21M 0.35%
65,890
-15,512
110
$20M 0.34%
460,554
-5,914
111
$19.9M 0.34%
432,647
-23,121
112
$19.8M 0.33%
505,331
-128,897
113
$19.6M 0.33%
99,663
-10,754
114
$18.8M 0.32%
156,719
+6,484
115
$18.5M 0.31%
219,081
-32,134
116
$18.1M 0.31%
+254,410
117
$17.8M 0.3%
1,928,003
-307,119
118
$17.6M 0.3%
+329,313
119
$17.4M 0.29%
283,779
-12,313
120
$17.1M 0.29%
242,548
-46,554
121
$16.9M 0.28%
276,189
-53,014
122
$16.9M 0.28%
270,291
-58,142
123
$16.7M 0.28%
210,806
-41,333
124
$16.5M 0.28%
594,601
-68,579
125
$16.5M 0.28%
113,723
-21,342
3 4
5
6 7