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
126
$15.5M 0.25%
351,703
-259,590
127
$15.2M 0.24%
243,137
-27,154
128
$15.2M 0.24%
391,373
-15,746
129
$15.1M 0.24%
229,738
-24,672
130
$15.1M 0.24%
108,573
-5,150
131
$15M 0.24%
216,519
-26,029
132
$15M 0.24%
265,666
+47,741
133
$15M 0.24%
402,906
-7,635
134
$14.7M 0.23%
43,158
-8,841
135
$14.7M 0.23%
93,994
-4,374
136
$14.4M 0.23%
544,769
-49,832
137
$14.4M 0.23%
49,826
-8,733
138
$14.3M 0.23%
158,647
-6,022
139
$14.2M 0.23%
36,435
-4,325
140
$14.1M 0.23%
482,856
-18,107
141
$14.1M 0.22%
57,597
-844
142
$14.1M 0.22%
162,585
+7,629
143
$14M 0.22%
128,138
+50,031
144
$13.9M 0.22%
399,026
+75,194
145
$13.9M 0.22%
322,107
-12,194
146
$13.8M 0.22%
240,857
-30,317
147
$13.7M 0.22%
575,541
-59,823
148
$13.6M 0.22%
70,286
-1,963
149
$13.6M 0.22%
+311,538
150
$13.6M 0.22%
80,082
-2,606
4 5
6
7 8