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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
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502
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503
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-24,008
504
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-77,307
505
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506
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-57,725
507
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-41,345
508
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509
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510
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511
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512
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513
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514
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515
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-11,901
516
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-28,267
517
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-5,851
518
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519
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520
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521
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522
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523
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524
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-136,814
525
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-14,581
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