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
376
$220K ﹤0.01%
3,516
-778
377
$210K ﹤0.01%
+9,245
378
$209K ﹤0.01%
+18,543
379
$209K ﹤0.01%
+7,311
380
$204K ﹤0.01%
+3,862
381
$203K ﹤0.01%
1,314
-565
382
$181K ﹤0.01%
11,113
+1,006
383
$181K ﹤0.01%
+10,886
384
$174K ﹤0.01%
+10,073
385
$157K ﹤0.01%
10,168
-2,590
386
$155K ﹤0.01%
10,846
-5,840
387
$152K ﹤0.01%
15,307
+3,661
388
$149K ﹤0.01%
11,544
-1,793
389
$112K ﹤0.01%
11,073
390
$110K ﹤0.01%
23,110
+5,567
391
$100K ﹤0.01%
17,466
-10,497
392
$95K ﹤0.01%
+18,602
393
$95K ﹤0.01%
15,717
+4,675
394
– –
-26,629
395
– –
-24,510
396
– –
-46,437
397
– –
-342,093
398
– –
-14,510
399
– –
-26,645
400
– –
-10,942
14 15
16
17 18