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
526
– –
-65,213
527
– –
-90,808
528
– –
-23,850
529
– –
-15,104
530
– –
-8,531
531
– –
-1,226
532
– –
-136,814
533
– –
-14,581
534
– –
-31,006
535
– –
-796,236
536
– –
-75,369
537
– –
-842
538
– –
-13,019
539
– –
-18,364
540
– –
-8,674
541
– –
-11,161
542
– –
-11,962
543
– –
-4,307
544
– –
-6,684
545
– –
-16,144
546
– –
-23,799
547
– –
-10,954
548
– –
-1,278,107
549
– –
-41,474
550
– –
-13,976
19 20 21
22
23