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
101
$21M 0.33%
229,306
+60,228
102
$20.6M 0.33%
352,967
+76,778
103
$20.6M 0.33%
1,071,003
-324,407
104
$20.4M 0.32%
596,643
-233,637
105
$20.3M 0.32%
128,901
-38,032
106
$19.3M 0.31%
66,157
-22,796
107
$19.2M 0.31%
608,351
-251,782
108
$18.6M 0.3%
41,807
+9,196
109
$18M 0.29%
+612,615
110
$17.9M 0.29%
122,998
-89,994
111
$17.8M 0.28%
563,555
-302,365
112
$17.7M 0.28%
515,159
-129,389
113
$17.6M 0.28%
170,077
-79,096
114
$17.5M 0.28%
495,307
-179,221
115
$17.4M 0.28%
755,409
-259,497
116
$17.4M 0.28%
301,387
-130,945
117
$17.2M 0.27%
284,747
-159,137
118
$16.8M 0.27%
225,105
-107,031
119
$16.8M 0.27%
200,752
-18,329
120
$16.7M 0.27%
199,077
-140,283
121
$16.6M 0.26%
937,574
+14,874
122
$16.4M 0.26%
+236,461
123
$16M 0.26%
767,350
+21,499
124
$16M 0.26%
341,994
-377,813
125
$15.7M 0.25%
192,245
-18,561
3 4
5
6 7