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WCM

Wedge Capital Management Portfolio holdings

AUM $5.42B
1-Year Est. Return 33.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.84%
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
+$59.8M
2
+$58.5M
3
+$53.7M
4
INTU icon
Intuit
INTU
+$53.4M
5
KMX icon
CarMax
KMX
+$34.2M

Top Sells

1
+$70.5M
2
+$61.1M
3
+$58.7M
4
RH icon
RH
RH
+$38.9M
5
GS icon
Goldman Sachs
GS
+$34.9M

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
401
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402
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-83,823
403
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404
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405
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-8,692
407
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-452,297
408
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-351,838
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-2,946
410
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-119,247
411
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412
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414
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415
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416
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417
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420
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421
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422
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-11,962
423
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424
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425
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-47,848
15 16
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