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
201
$8.86M 0.15%
71,885
-4,774
202
$8.76M 0.15%
94,431
-31,642
203
$8.41M 0.14%
142,832
-6,614
204
$8.4M 0.14%
64,059
-24,517
205
$8.36M 0.14%
199,168
-15,902
206
$8.26M 0.14%
102,514
-5,796
207
$8.19M 0.14%
140,204
-28,436
208
$8.07M 0.14%
127,577
-8,585
209
$8.05M 0.14%
143,091
-23,531
210
$7.95M 0.13%
78,874
-18,052
211
$7.84M 0.13%
190,446
-34,783
212
$7.84M 0.13%
49,720
-7,623
213
$7.69M 0.13%
620,640
-1,759,200
214
$7.59M 0.13%
87,529
-4,688
215
$7.35M 0.12%
186,704
-9,146
216
$7.14M 0.12%
331,607
-12,063
217
$7.04M 0.12%
611,753
-28,763
218
$6.9M 0.12%
39,129
-2,288
219
$6.85M 0.12%
167,504
-12,188
220
$6.82M 0.12%
138,844
+2,434
221
$6.82M 0.12%
286,511
-77,368
222
$6.77M 0.11%
169,222
-8,223
223
$6.74M 0.11%
149,901
-8,100
224
$6.73M 0.11%
51,172
-2,705
225
$6.7M 0.11%
168,137
-69,327
7 8
9
10 11