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
151
$13.8M 0.23%
155,137
-12,531
152
$13.8M 0.23%
82,688
+2,198
153
$13.8M 0.23%
98,368
-22,326
154
$13.8M 0.23%
169,078
-50,232
155
$13.8M 0.23%
75,467
-8,530
156
$13.7M 0.23%
65,267
+5,742
157
$13.7M 0.23%
40,760
-11,415
158
$13.5M 0.23%
323,832
+89,106
159
$13.5M 0.23%
271,174
-21,940
160
$13.4M 0.23%
138,144
-8,139
161
$13.4M 0.23%
217,925
+2,482
162
$13.4M 0.23%
226,717
-68,250
163
$13.3M 0.22%
187,908
-26,112
164
$13.2M 0.22%
495,974
-40,038
165
$13.2M 0.22%
+233,433
166
$13.2M 0.22%
152,455
-28,216
167
$13.1M 0.22%
131,323
-27,011
168
$13.1M 0.22%
148,969
+2,669
169
$12.9M 0.22%
622,189
-121
170
$12.9M 0.22%
32,611
-10,614
171
$12.9M 0.22%
154,956
-19,219
172
$12.8M 0.22%
147,829
-7,350
173
$12.6M 0.21%
163,026
+32,255
174
$12.5M 0.21%
225,228
+132,836
175
$12.4M 0.21%
614,600
+10,496
5 6
7
8 9