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
$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
1
$94.2M 1.59%
506,561
+66,528
2
$81.9M 1.38%
496,582
+18,369
3
$79.9M 1.35%
1,201,814
-65,163
4
$78.3M 1.32%
372,546
-21,122
5
$76.8M 1.29%
172,168
+11,460
6
$76.3M 1.29%
665,926
+148,625
7
$76.1M 1.28%
1,863,116
+272,544
8
$75.2M 1.27%
783,031
+43,133
9
$73.9M 1.25%
1,760,508
-304,704
10
$73.5M 1.24%
+184,203
11
$72.5M 1.22%
222,657
+33,760
12
$71M 1.2%
336,749
-9,267
13
$70.4M 1.19%
435,811
+85,085
14
$70.2M 1.18%
757,219
+163,719
15
$69.9M 1.18%
358,522
+15,982
16
$51.7M 0.87%
2,026,374
-388,922
17
$48.4M 0.82%
318,579
-44,500
18
$45M 0.76%
175,999
+22,421
19
$43.1M 0.73%
1,275,634
-225,036
20
$41.7M 0.7%
1,195,082
+68,499
21
$41M 0.69%
502,612
-807
22
$40.7M 0.69%
114,375
+11,948
23
$39.9M 0.67%
272,868
+18,379
24
$39.8M 0.67%
465,267
+5,312
25
$39.4M 0.66%
141,626
+7,199
1
2 3 4 5