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
176
$12.3M 0.21%
212,136
-9,915
177
$11.9M 0.2%
110,605
-5,301
178
$11.6M 0.2%
+44,528
179
$11.5M 0.19%
85,633
-13,878
180
$11.4M 0.19%
212,809
-39,155
181
$11.2M 0.19%
227,523
+221,806
182
$11.1M 0.19%
48,580
-9,051
183
$10.6M 0.18%
65,034
+295
184
$10.4M 0.18%
467,639
-32,210
185
$10.3M 0.17%
51,481
-167,551
186
$10.2M 0.17%
442,733
+1,209
187
$10M 0.17%
38,033
-171,982
188
$9.97M 0.17%
49,532
+6,722
189
$9.76M 0.16%
31,902
-2,431
190
$9.76M 0.16%
13,236
-7,357
191
$9.68M 0.16%
43,956
+8,488
192
$9.46M 0.16%
151,070
-9,514
193
$9.33M 0.16%
562,953
-24,763
194
$9.31M 0.16%
154,673
+4,808
195
$9.3M 0.16%
72,388
-3,363
196
$9.27M 0.16%
55,159
-9,374
197
$9.01M 0.15%
79,054
-14,979
198
$8.91M 0.15%
347,502
-79,760
199
$8.9M 0.15%
18,831
+5,394
200
$8.87M 0.15%
258,598
+68,568
6 7
8
9 10