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
276
$5.92M 0.07%
126,000
-5,349
277
$5.87M 0.07%
+286,847
278
$5.82M 0.07%
114,270
+17,965
279
$5.76M 0.07%
271,462
-60,386
280
$5.62M 0.07%
122,663
-33,711
281
$5.5M 0.07%
222,685
-123,568
282
$5.42M 0.07%
145,707
+32,458
283
$5.24M 0.06%
133,074
-26,446
284
$4.76M 0.06%
107,800
-21,173
285
$4.57M 0.06%
+202,808
286
$4.33M 0.05%
135,307
+23,824
287
$4.29M 0.05%
68,805
-13,662
288
$3.57M 0.04%
52,517
-155,162
289
$3.04M 0.04%
65,288
-10,841
290
$2.67M 0.03%
7,559
-9,751
291
$2.53M 0.03%
80,948
-15,500
292
$2.44M 0.03%
39,632
-7,735
293
$2.44M 0.03%
196,625
-62,452
294
$2.42M 0.03%
114,030
-52,389
295
$2.36M 0.03%
18,840
-5,820
296
$1.94M 0.02%
11,300
-2,720
297
$1.84M 0.02%
120,415
-24,640
298
$1.43M 0.02%
4,118
-1,272
299
$753K 0.01%
4,765
+499
300
$745K 0.01%
4,791
-1,288
10 11
12
13 14