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
301
$695K 0.01%
5,207
+756
302
$647K 0.01%
2,766
-685
303
$621K 0.01%
1,946
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304
$600K 0.01%
+17,295
305
$598K 0.01%
4,435
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306
$562K 0.01%
3,436
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307
$532K 0.01%
7,491
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308
$525K 0.01%
1,438
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309
$524K 0.01%
4,601
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310
$509K 0.01%
8,921
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311
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6,234
+1,296
312
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+1,887
313
$468K 0.01%
5,144
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314
$455K 0.01%
10,328
+1,941
315
$455K 0.01%
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316
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6,818
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317
$422K 0.01%
11,468
+1,901
318
$379K ﹤0.01%
3,273
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319
$379K ﹤0.01%
6,756
-1,000,812
320
$375K ﹤0.01%
1,482
-290
321
$374K ﹤0.01%
7,048
-2,065
322
$373K ﹤0.01%
4,486
+683
323
$372K ﹤0.01%
1,460
+168
324
$372K ﹤0.01%
2,746
+536
325
$372K ﹤0.01%
738
-167
11 12
13
14 15