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
151
$19.9M 0.27%
255,276
+39,668
152
$19.6M 0.26%
826,993
-46,894
153
$19.2M 0.26%
1,929,099
+498,624
154
$18.9M 0.25%
147,275
+24,092
155
$18.8M 0.25%
75,775
-2,786
156
$18.7M 0.25%
803,667
+127,012
157
$18.7M 0.25%
266,062
-19,665
158
$18.7M 0.25%
219,622
+38,969
159
$18.6M 0.25%
457,053
+63,570
160
$18.6M 0.25%
+550,512
161
$18.3M 0.25%
261,843
+48,998
162
$18.3M 0.25%
+138,215
163
$17.9M 0.24%
129,191
-71,112
164
$17.9M 0.24%
194,004
-8,207
165
$17.8M 0.24%
359,729
-8,886
166
$17.4M 0.24%
119,811
-12,719
167
$17.2M 0.23%
835,599
+3,936
168
$17.2M 0.23%
48,733
-9,833
169
$16.9M 0.23%
25,914
-4,223
170
$16.8M 0.23%
115,330
-31,677
171
$16.8M 0.23%
329,440
-26,427
172
$16.5M 0.22%
221,709
+21,000
173
$16.3M 0.22%
85,979
-3,044
174
$16.2M 0.22%
108,157
-4,862
175
$16.1M 0.22%
141,529
-16,442
5 6
7
8 9