WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$87.2M
2
+$62.3M
3
+$61.3M
4
PHM icon
Pultegroup
PHM
+$59.1M
5
GLW icon
Corning
GLW
+$58.8M

Top Sells

1
+$131M
2
+$53.5M
3
+$53.1M
4
MGM icon
MGM Resorts International
MGM
+$53.1M
5
LKQ icon
LKQ Corp
LKQ
+$51.6M

Sector Composition

1 Financials 19.68%
2 Industrials 15.88%
3 Consumer Discretionary 14.37%
4 Healthcare 11.08%
5 Technology 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$201M 1.92%
1,614,642
-160,694
2
$181M 1.73%
5,439,146
+1,229,176
3
$177M 1.69%
803,305
+239,472
4
$174M 1.67%
1,466,801
-61,201
5
$157M 1.51%
5,502,335
+682,653
6
$149M 1.42%
5,088,170
-86,230
7
$147M 1.4%
7,209,205
-67,337
8
$146M 1.4%
1,754,928
-52,624
9
$142M 1.36%
1,599,685
-51,859
10
$138M 1.32%
7,121,147
-116,284
11
$135M 1.29%
1,940,487
-24,164
12
$135M 1.29%
3,537,080
-676,508
13
$127M 1.22%
2,100,096
-54,517
14
$124M 1.19%
1,912,170
-34,365
15
$121M 1.15%
1,497,728
-102,887
16
$120M 1.15%
1,911,338
-54,880
17
$118M 1.13%
4,349,334
-166,563
18
$115M 1.1%
1,255,849
-55,487
19
$113M 1.08%
16,962,208
-4,387,545
20
$111M 1.06%
1,158,533
+651,139
21
$110M 1.05%
1,466,862
-71,861
22
$103M 0.98%
1,396,333
-23,970
23
$102M 0.98%
6,702,496
-388,826
24
$97.2M 0.93%
2,918,180
-119,149
25
$95.6M 0.92%
4,688,938
-215,966
1
2 3 4 5