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
151
$13.4M 0.21%
102,157
-2,207
152
$13.4M 0.21%
68,487
-31,176
153
$13.3M 0.21%
135,723
-2,421
154
$13.3M 0.21%
92,510
-10,663
155
$13.2M 0.21%
199,084
-27,633
156
$13.2M 0.21%
155,205
+68
157
$13.1M 0.21%
+406,478
158
$13M 0.21%
139,456
-12,999
159
$12.9M 0.21%
151,727
-3,186
160
$12.9M 0.21%
153,812
+4,843
161
$12.9M 0.2%
55,481
+10,953
162
$12.9M 0.2%
78,830
+3,363
163
$12.8M 0.2%
230,917
-2,516
164
$12.8M 0.2%
316,886
-188,445
165
$12.7M 0.2%
100,859
-55,860
166
$12.6M 0.2%
112,367
+1,762
167
$12.6M 0.2%
152,132
-4,823
168
$12.5M 0.2%
42,406
-23,484
169
$12.5M 0.2%
168,267
+5,241
170
$12.4M 0.2%
1,340,476
-587,527
171
$12.2M 0.19%
190,709
-22,100
172
$12.1M 0.19%
111,427
-36,402
173
$12.1M 0.19%
614,438
-7,751
174
$11.8M 0.19%
69,559
+4,292
175
$11.8M 0.19%
294,345
-138,302
5 6
7
8 9