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
$5.6B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$74.3M
3
+$47.2M
4
PVH icon
PVH
PVH
+$45.9M
5
AN icon
AutoNation
AN
+$16.5M

Top Sells

1
+$66.6M
2
+$41M
3
+$40.8M
4
PAG icon
Penske Automotive Group
PAG
+$37.1M
5
BYD icon
Boyd Gaming
BYD
+$33.3M

Sector Composition

1 Technology 24.2%
2 Financials 17.06%
3 Consumer Discretionary 16.96%
4 Healthcare 13.01%
5 Industrials 11.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.1M 0.22%
+234,634
127
$12.1M 0.22%
169,651
-27,915
128
$12.1M 0.22%
50,593
-3,465
129
$12.1M 0.22%
85,643
-1,262
130
$12.1M 0.22%
446,067
-90,394
131
$12.1M 0.22%
99,375
+684
132
$11.8M 0.21%
284,735
+2,740
133
$11.8M 0.21%
40,731
-6,587
134
$11.7M 0.21%
84,681
+3,708
135
$11.7M 0.21%
+120,841
136
$11.7M 0.21%
109,014
-7,734
137
$11.6M 0.21%
158,232
-18,793
138
$11.5M 0.21%
314,239
-61,172
139
$11.5M 0.21%
332,528
-94,672
140
$11.5M 0.2%
304,163
-103,722
141
$11.5M 0.2%
71,493
-26,975
142
$11.3M 0.2%
185,295
-41,960
143
$11.2M 0.2%
67,242
+11,695
144
$11.2M 0.2%
132,862
+7,543
145
$11.1M 0.2%
60,704
-184
146
$11.1M 0.2%
144,473
-15,100
147
$11M 0.2%
315,170
-51,223
148
$11M 0.2%
153,169
-24,565
149
$11M 0.2%
88,308
-1,773
150
$10.9M 0.2%
369,496
-7,568
4 5
6
7 8