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
$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
1
$90.3M 1.22%
2,077,518
+63,125
2
$85M 1.14%
1,792,652
-71
3
$75.1M 1.01%
409,062
-17,240
4
$63.2M 0.85%
204,896
-7,440
5
$62.1M 0.84%
395,801
+2,565
6
$61M 0.82%
1,754,440
-139,092
7
$60.9M 0.82%
+890,510
8
$59.7M 0.8%
986,717
-8,521
9
$59.5M 0.8%
950,476
-80,009
10
$59.3M 0.8%
339,707
-70,316
11
$59.3M 0.8%
1,261,956
-109,462
12
$59M 0.8%
2,163,740
-5,110
13
$57.6M 0.78%
193,770
-17,906
14
$56.8M 0.76%
168,370
-4,050
15
$56.5M 0.76%
343,618
-38,418
16
$56.2M 0.76%
679,751
-4,990
17
$55.3M 0.74%
666,049
-68,319
18
$55.3M 0.74%
404,938
-137,788
19
$55.1M 0.74%
150,639
-6,526
20
$55.1M 0.74%
418,314
-26,762
21
$55M 0.74%
307,579
-55,131
22
$55M 0.74%
1,460,314
-157,220
23
$54.6M 0.74%
1,321,136
-64,886
24
$54.2M 0.73%
406,511
-14,055
25
$53M 0.71%
404,373
-19,722
1
2 3 4 5