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
201
$9.12M 0.15%
44,581
-4,951
202
$9.08M 0.14%
171,967
-53,261
203
$9.02M 0.14%
66,418
-5,467
204
$8.93M 0.14%
208,411
+40,274
205
$8.93M 0.14%
125,474
-14,730
206
$8.93M 0.14%
18,570
-261
207
$8.88M 0.14%
96,054
+1,623
208
$8.86M 0.14%
330,124
-1,483
209
$8.82M 0.14%
99,700
+91,128
210
$8.81M 0.14%
49,195
+44,834
211
$8.81M 0.14%
148,178
-2,892
212
$8.68M 0.14%
72,622
+19,307
213
$8.67M 0.14%
272,444
+100,097
214
$8.62M 0.14%
65,210
+18,635
215
$8.39M 0.13%
70,082
+10,384
216
$8.3M 0.13%
97,965
+89,009
217
$8.28M 0.13%
83,466
-47,857
218
$8.17M 0.13%
155,091
+32,833
219
$8.1M 0.13%
245,187
-197,546
220
$8.09M 0.13%
+179,740
221
$7.94M 0.13%
472,606
+425,417
222
$7.92M 0.13%
161,152
+22,308
223
$7.78M 0.12%
271,387
+246,193
224
$7.74M 0.12%
71,354
-7,520
225
$7.6M 0.12%
40,461
-3,495
7 8
9
10 11