WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.16B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$66.4M
2
+$61.6M
3
+$60.4M
4
IT icon
Gartner
IT
+$59.4M
5
KMX icon
CarMax
KMX
+$35.7M

Top Sells

1
+$70M
2
+$61.1M
3
+$56.1M
4
RH icon
RH
RH
+$38.9M
5
GS icon
Goldman Sachs
GS
+$37M

Sector Composition

1 Technology 20.99%
2 Financials 18.79%
3 Consumer Discretionary 15.52%
4 Industrials 11.95%
5 Healthcare 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.4M 0.13%
725,118
-133,695
227
$10.4M 0.13%
12,909
-1,453
228
$10.3M 0.13%
110,798
-23,649
229
$10.2M 0.12%
121,065
-30,534
230
$10.2M 0.12%
211,200
+66,330
231
$10M 0.12%
26,340
-97,551
232
$9.86M 0.12%
228,177
-42,658
233
$9.71M 0.12%
98,293
-22,832
234
$9.44M 0.12%
462,791
-83,975
235
$9.42M 0.12%
764,251
-136,666
236
$9.35M 0.11%
175,639
-2,283
237
$9.34M 0.11%
95,402
-3,769
238
$9.31M 0.11%
181,976
-32,111
239
$9.18M 0.11%
+75,020
240
$9.13M 0.11%
136,502
+8,969
241
$9.11M 0.11%
436,990
-5,599
242
$9.06M 0.11%
60,052
-985
243
$8.99M 0.11%
66,384
+6,619
244
$8.95M 0.11%
75,338
-14,250
245
$8.88M 0.11%
92,576
-38,024
246
$8.86M 0.11%
232,243
-147,974
247
$8.86M 0.11%
152,547
-5,578
248
$8.8M 0.11%
146,957
-2,958
249
$8.7M 0.11%
350,201
-61,881
250
$8.68M 0.11%
319,893
-73,794
8 9
10
11 12