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
126
$16.3M 0.28%
745,851
+678
127
$16.3M 0.28%
+407,119
128
$16.1M 0.27%
51,999
-3,401
129
$16M 0.27%
211,808
-23,014
130
$16M 0.27%
35,702
-7,309
131
$16M 0.27%
410,541
-105,581
132
$15.7M 0.27%
202,441
-33,047
133
$15.1M 0.25%
635,364
-33,163
134
$14.9M 0.25%
428,368
-67,949
135
$14.9M 0.25%
619,780
-224,469
136
$14.8M 0.25%
922,700
+18,395
137
$14.8M 0.25%
72,249
+6,521
138
$14.6M 0.25%
689,622
-112,199
139
$14.5M 0.24%
154,913
-31,751
140
$14.5M 0.24%
58,559
-5,600
141
$14.5M 0.24%
334,301
-75,595
142
$14.4M 0.24%
124,739
-39,789
143
$14.4M 0.24%
103,173
-10,996
144
$14.3M 0.24%
164,669
+10,523
145
$14.3M 0.24%
361,692
-79,797
146
$14.2M 0.24%
346,700
-7,444
147
$14.1M 0.24%
104,364
-6,519
148
$14M 0.24%
500,963
-48,789
149
$14M 0.24%
156,955
+3,811
150
$14M 0.24%
58,441
-4,780
4 5
6
7 8