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
51
$44.1M 0.54%
213,164
-20,066
52
$43.7M 0.54%
36,803
-1,846
53
$42.8M 0.53%
1,170,110
-132,990
54
$42.2M 0.52%
477,956
-340,750
55
$40.8M 0.5%
275,963
-17,864
56
$40.3M 0.49%
345,596
-50,552
57
$40.2M 0.49%
207,352
-46,504
58
$38.2M 0.47%
1,768,335
-175,484
59
$37.5M 0.46%
475,314
-43,381
60
$37.3M 0.46%
1,594,819
+601,433
61
$36.2M 0.44%
231,814
-25,454
62
$35.7M 0.44%
+276,583
63
$35.6M 0.44%
602,087
+474,174
64
$35.4M 0.43%
1,082,390
+1,073,116
65
$35.1M 0.43%
401,690
-133,794
66
$35.1M 0.43%
762,704
-93,920
67
$34.2M 0.42%
327,198
-38,757
68
$33.6M 0.41%
816,125
-299,629
69
$33.3M 0.41%
527,692
+22,392
70
$33.3M 0.41%
133,923
-1,709
71
$33.1M 0.41%
334,064
-36,586
72
$33M 0.4%
183,993
-5,633
73
$32.8M 0.4%
272,227
-11,554
74
$32.6M 0.4%
472,985
-9,133
75
$32.6M 0.4%
460,289
+37,993
1 2
3
4 5