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
26
$63.1M 0.77%
969,840
-211,840
27
$63.1M 0.77%
119,101
-4,767
28
$62.7M 0.77%
406,023
-54,227
29
$62.7M 0.77%
335,642
+14,446
30
$62.4M 0.76%
461,643
-1,081
31
$62M 0.76%
210,371
+208,990
32
$62M 0.76%
452,991
-27,783
33
$61M 0.75%
1,784,568
-237,686
34
$61M 0.75%
349,486
-40,791
35
$60.7M 0.74%
123,833
+123,245
36
$59.9M 0.73%
1,680,574
-71,955
37
$59.4M 0.73%
+245,429
38
$58.5M 0.72%
116,434
-15,022
39
$56.9M 0.7%
364,495
-21,070
40
$56.4M 0.69%
1,470,552
+279,874
41
$56.1M 0.69%
322,860
-92,878
42
$54.7M 0.67%
1,115,928
-71,032
43
$53.2M 0.65%
1,066,664
-112,668
44
$51.4M 0.63%
864,277
-33,810
45
$48.9M 0.6%
226,375
-21,796
46
$48.4M 0.59%
73,876
-8,341
47
$47.6M 0.58%
803,674
-160,503
48
$47.3M 0.58%
1,021,560
-108,992
49
$47.1M 0.58%
1,208,956
-133,129
50
$44.2M 0.54%
711,448
+36,661
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