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
$5.6B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$74.3M
3
+$47.2M
4
PVH icon
PVH
PVH
+$45.9M
5
AN icon
AutoNation
AN
+$16.5M

Top Sells

1
+$66.6M
2
+$41M
3
+$40.8M
4
PAG icon
Penske Automotive Group
PAG
+$37.1M
5
BYD icon
Boyd Gaming
BYD
+$33.3M

Sector Composition

1 Technology 24.2%
2 Financials 17.06%
3 Consumer Discretionary 16.96%
4 Healthcare 13.01%
5 Industrials 11.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.7M 1.48%
1,055,670
+21,830
2
$82.2M 1.47%
290,930
+12,821
3
$80.7M 1.44%
917,808
+77,833
4
$80.6M 1.44%
128,893
-10,641
5
$79.9M 1.43%
78,993
+75,784
6
$79.9M 1.42%
414,746
-5,611
7
$79.5M 1.42%
490,674
-422
8
$79.1M 1.41%
2,683,771
-41,368
9
$79.1M 1.41%
1,351,458
+129,502
10
$79M 1.41%
135,935
-8,952
11
$77.5M 1.38%
605,643
-38,270
12
$76.5M 1.36%
1,298,916
-242,616
13
$76.3M 1.36%
280,208
-33,338
14
$74.6M 1.33%
165,328
-43,065
15
$74.4M 1.33%
2,617,050
-163,760
16
$74.3M 1.32%
+842,297
17
$71.8M 1.28%
602,947
-851
18
$54.4M 0.97%
1,557,469
-137,343
19
$52.5M 0.94%
510,961
+54,384
20
$51.5M 0.92%
342,862
+109,571
21
$50.6M 0.9%
490,044
+22,259
22
$49.1M 0.88%
322,932
+22,469
23
$49.1M 0.88%
121,527
+4,924
24
$48.6M 0.87%
336,547
+35,203
25
$47.8M 0.85%
369,337
+18,554
1
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