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
$7.42B
AUM Growth
-$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$60.9M
2
+$45.9M
3
+$37.7M
4
NVR icon
NVR
NVR
+$36.4M
5
PHM icon
Pultegroup
PHM
+$36.2M

Top Sells

1
+$70.7M
2
+$41.1M
3
+$39.8M
4
TAP icon
Molson Coors Class B
TAP
+$37.2M
5
THO icon
Thor Industries
THO
+$36.9M

Sector Composition

1 Technology 21.91%
2 Financials 18.13%
3 Consumer Discretionary 13.41%
4 Healthcare 12.36%
5 Industrials 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29.5M 0.4%
848,402
+185,837
127
$29.5M 0.4%
+2,061,026
128
$28.6M 0.39%
588,169
+336,636
129
$28.6M 0.39%
535,522
+17,390
130
$25.1M 0.34%
137,915
-37,712
131
$24.2M 0.33%
751,765
+429,453
132
$23.9M 0.32%
146,515
-8,029
133
$23.8M 0.32%
471,862
+115,706
134
$23.6M 0.32%
801,301
+164,366
135
$23.5M 0.32%
621,360
-194,967
136
$23.5M 0.32%
+426,928
137
$23.2M 0.31%
924,315
-138,179
138
$22.8M 0.31%
227,898
-2,674
139
$22.8M 0.31%
1,160,418
-264,009
140
$22M 0.3%
603,592
-103,669
141
$21.1M 0.28%
182,035
-14,772
142
$21.1M 0.28%
443,696
+79,510
143
$21.1M 0.28%
280,507
-4,968
144
$21M 0.28%
302,721
-14,921
145
$20.9M 0.28%
578,006
-335,663
146
$20.9M 0.28%
187,845
+15,179
147
$20.6M 0.28%
301,905
+84,796
148
$20.5M 0.28%
716,786
-23,499
149
$20.3M 0.27%
695,011
-31,522
150
$20.3M 0.27%
709,037
+249,516
4 5
6
7 8