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
201
$13.4M 0.18%
262,063
-3,139
202
$13.2M 0.18%
218,342
-9,307
203
$13.2M 0.18%
114,296
-1,520
204
$12.9M 0.17%
81,420
+283
205
$12.6M 0.17%
292,392
-12,366
206
$12.5M 0.17%
754,874
+280,297
207
$12.4M 0.17%
53,763
+18,317
208
$11.9M 0.16%
200,858
-11,155
209
$11.8M 0.16%
179,652
+15,227
210
$11.5M 0.16%
198,524
-8,633
211
$11.3M 0.15%
15,291
+856
212
$11M 0.15%
135,312
-28,093
213
$10.9M 0.15%
199,470
-6,051
214
$10.7M 0.14%
+271,090
215
$10.7M 0.14%
99,290
-3,190
216
$10.4M 0.14%
472,540
-30,786
217
$10.2M 0.14%
91,806
-4,470
218
$10M 0.14%
+29,756
219
$9.96M 0.13%
176,050
-10,264
220
$9.9M 0.13%
36,230
-6,062
221
$9.72M 0.13%
64,717
-2,598
222
$9.47M 0.13%
229,367
-6,819
223
$9.33M 0.13%
106,274
-4,532
224
$9.22M 0.12%
174,128
-6,542
225
$9.21M 0.12%
90,513
-1,946
7 8
9
10 11