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
$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
1
$89.1M 1.42%
494,910
-11,651
2
$86.6M 1.38%
446,661
-49,921
3
$85.6M 1.36%
176,546
-7,657
4
$84M 1.34%
1,111,575
-90,239
5
$82.1M 1.31%
735,902
-21,317
6
$80.9M 1.29%
+855,520
7
$80.9M 1.29%
818,034
+35,003
8
$80.8M 1.29%
+3,240,350
9
$80.3M 1.28%
319,699
-17,050
10
$80.2M 1.28%
555,090
+553,337
11
$79.2M 1.26%
337,847
-34,699
12
$77.3M 1.23%
220,724
-1,933
13
$76.7M 1.22%
167,469
-4,699
14
$76.7M 1.22%
457,802
+21,991
15
$73.7M 1.17%
1,819,148
+58,640
16
$73.6M 1.17%
657,879
-8,047
17
$47.6M 0.76%
1,760,840
-265,534
18
$44.7M 0.71%
1,241,017
+45,935
19
$43.6M 0.69%
155,532
-20,467
20
$42.7M 0.68%
140,780
+102,747
21
$40.7M 0.65%
499,746
+491,191
22
$39.8M 0.63%
490,374
-12,238
23
$39.4M 0.63%
280,291
+4,819
24
$38.4M 0.61%
473,981
-13,671
25
$37.7M 0.6%
1,110,837
+150,411
1
2 3 4 5