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
176
$11.5M 0.18%
93,072
-31,667
177
$11.5M 0.18%
219,172
-110,141
178
$11.5M 0.18%
444,772
-22,867
179
$11.4M 0.18%
565,159
-49,441
180
$11.1M 0.18%
223,401
-4,122
181
$10.9M 0.17%
186,267
-97,512
182
$10.9M 0.17%
192,624
-19,512
183
$10.7M 0.17%
43,139
-5,441
184
$10.6M 0.17%
78,271
+10,099
185
$10.4M 0.17%
386,030
+38,528
186
$10.3M 0.16%
136,435
-66,006
187
$10.2M 0.16%
24,815
-10,887
188
$10.2M 0.16%
391,767
-104,207
189
$10.1M 0.16%
257,957
-641
190
$10.1M 0.16%
58,028
-7,006
191
$9.92M 0.16%
70,780
-8,274
192
$9.89M 0.16%
43,800
-7,681
193
$9.88M 0.16%
28,423
-3,479
194
$9.76M 0.16%
35,929
+11,129
195
$9.67M 0.15%
470,686
-218,936
196
$9.46M 0.15%
72,501
+6,320
197
$9.44M 0.15%
207,394
-139,306
198
$9.42M 0.15%
138,299
-16,374
199
$9.3M 0.15%
112,024
-30,808
200
$9.13M 0.15%
80,748
+8,360
6 7
8
9 10