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
351
$283K ﹤0.01%
9,948
-3,630
352
$283K ﹤0.01%
2,494
-371
353
$282K ﹤0.01%
2,089
-409
354
$281K ﹤0.01%
11,297
-4,624
355
$279K ﹤0.01%
1,156
-377
356
$277K ﹤0.01%
+2,327
357
$277K ﹤0.01%
7,099
+1,306
358
$268K ﹤0.01%
3,506
+644
359
$255K ﹤0.01%
5,559
-1,634
360
$254K ﹤0.01%
3,269
-900,671
361
$251K ﹤0.01%
2,735
-571
362
$246K ﹤0.01%
+5,305
363
$238K ﹤0.01%
4,435
+250
364
$238K ﹤0.01%
+2,752
365
$234K ﹤0.01%
3,727
-531
366
$234K ﹤0.01%
2,806
-473
367
$231K ﹤0.01%
1,645
-499
368
$230K ﹤0.01%
3,156
-275
369
$229K ﹤0.01%
3,727
-919
370
$229K ﹤0.01%
1,268
-1,431
371
$229K ﹤0.01%
1,378
-415
372
$229K ﹤0.01%
+1,143
373
$227K ﹤0.01%
3,022
-683
374
$224K ﹤0.01%
+7,858
375
$221K ﹤0.01%
307
-157
13 14
15
16 17