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
326
$369K ﹤0.01%
1,607
-332
327
$366K ﹤0.01%
924
-216
328
$364K ﹤0.01%
4,684
-1,336
329
$362K ﹤0.01%
9,026
+1,207
330
$362K ﹤0.01%
+1,482
331
$361K ﹤0.01%
786
-197
332
$352K ﹤0.01%
1,709
+554
333
$351K ﹤0.01%
1,394
-444
334
$343K ﹤0.01%
7,110
+1,927
335
$338K ﹤0.01%
5,477
-2,391
336
$335K ﹤0.01%
1,408
-292
337
$333K ﹤0.01%
5,722
+791
338
$328K ﹤0.01%
14,550
+3,777
339
$321K ﹤0.01%
6,740
-1,820
340
$315K ﹤0.01%
6,949
-1,004
341
$314K ﹤0.01%
14,433
-3,485
342
$310K ﹤0.01%
5,862
-938
343
$304K ﹤0.01%
+455
344
$302K ﹤0.01%
5,633
-659
345
$296K ﹤0.01%
4,748
-1,160
346
$295K ﹤0.01%
4,417
-1,017
347
$291K ﹤0.01%
+2,603
348
$288K ﹤0.01%
1,311
-406
349
$285K ﹤0.01%
2,592
+908
350
$283K ﹤0.01%
1,981
-500
12 13
14
15 16