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
76
$32.5M 0.4%
317,331
-12,895
77
$32.5M 0.4%
516,444
-1,179
78
$32.4M 0.4%
706,227
+8,379
79
$32.4M 0.4%
1,568,254
+65,720
80
$32.2M 0.39%
244,161
-11,054
81
$32.2M 0.39%
135,899
-15,336
82
$32.1M 0.39%
479,113
+474,334
83
$32.1M 0.39%
131,552
+5,718
84
$32M 0.39%
1,000,655
-125,469
85
$32M 0.39%
284,172
-8,562
86
$32M 0.39%
658,718
-92,870
87
$31.9M 0.39%
+218,798
88
$31.8M 0.39%
557,718
+3,583
89
$31.8M 0.39%
496,974
-106,434
90
$31.8M 0.39%
1,043,645
+87,301
91
$31.6M 0.39%
192,003
-3,494
92
$31.6M 0.39%
1,564,517
+71,208
93
$31.6M 0.39%
425,511
-22,955
94
$31.5M 0.39%
527,019
+3,694
95
$31.5M 0.39%
71,065
-9,292
96
$31.4M 0.38%
+819,741
97
$31.4M 0.38%
265,464
-44,104
98
$31.3M 0.38%
268,922
-153,277
99
$31.2M 0.38%
858,871
-12,211
100
$31.1M 0.38%
681,463
+34,793
2 3
4
5 6