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
251
$8.66M 0.11%
21,637
-964
252
$8.65M 0.11%
145,206
-52,495
253
$8.65M 0.11%
84,620
+1,678
254
$8.63M 0.11%
95,315
+3,833
255
$8.61M 0.11%
142,049
+543
256
$8.52M 0.1%
28,573
+532
257
$8.45M 0.1%
55,705
-323
258
$8.43M 0.1%
81,903
+1,015
259
$8.25M 0.1%
254,111
-56,704
260
$8.21M 0.1%
91,161
+394
261
$8.2M 0.1%
37,293
+1,666
262
$8.14M 0.1%
183,072
-33,565
263
$7.92M 0.1%
156,628
-36,622
264
$7.77M 0.1%
219,533
-43,822
265
$7.69M 0.09%
251,439
-45,823
266
$7.48M 0.09%
159,006
-32,590
267
$7.34M 0.09%
154,236
-3,382
268
$7.31M 0.09%
101,936
+20,003
269
$7.13M 0.09%
217,514
-47,894
270
$6.98M 0.09%
122,545
-30,003
271
$6.83M 0.08%
107,919
-12,930
272
$6.51M 0.08%
697,734
-102,208
273
$6.47M 0.08%
107,447
-23,406
274
$6.22M 0.08%
214,718
-35,491
275
$5.93M 0.07%
112,609
-448,372
9 10
11
12 13