WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.78%
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
426
– –
-100,945
427
– –
-351,838
428
– –
-131,755
429
– –
-14,510
430
– –
-20,950
431
– –
-19,239
432
– –
-8,674
433
– –
-90,808
434
– –
-2,267
435
– –
-15,148
436
– –
-109,882
437
– –
-6,652
438
– –
-32,892
439
– –
-1,668
440
– –
-13,502
441
– –
-12,991
442
– –
-527,966
443
– –
-35,674
444
– –
-31,957
445
– –
-46,216
446
– –
-93,636
447
– –
-86,847
448
– –
-10,771
449
– –
-68,477
450
– –
-38,228
16 17
18
19 20