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
101
$31M 0.38%
504,309
+9,111
102
$31M 0.38%
+200,481
103
$31M 0.38%
790,494
-109,415
104
$30.9M 0.38%
219,780
-77,920
105
$30.9M 0.38%
789,114
-60,307
106
$30.8M 0.38%
161,256
-3,582
107
$30.8M 0.38%
237,634
-30,267
108
$30.8M 0.38%
526,327
-1,173
109
$30.8M 0.38%
754,981
-34,944
110
$30.6M 0.38%
305,885
-131,170
111
$30.6M 0.38%
502,765
-42,077
112
$30.5M 0.37%
222,863
-10,449
113
$30.5M 0.37%
522,979
-158,920
114
$30.4M 0.37%
351,033
-71,494
115
$30.4M 0.37%
20,395
-5,287
116
$30.4M 0.37%
+412,039
117
$30.3M 0.37%
264,219
-14,868
118
$30.2M 0.37%
912,036
+104,774
119
$29.9M 0.37%
485,559
-19,453
120
$29.8M 0.37%
471,572
-37,521
121
$29.8M 0.37%
310,175
-82,426
122
$29.8M 0.37%
206,117
-45,363
123
$29.8M 0.37%
+794,281
124
$29.2M 0.36%
1,212,237
-224,949
125
$29.1M 0.36%
317,923
-54,912
3 4
5
6 7