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
126
$28.9M 0.35%
361,568
-107,590
127
$28.7M 0.35%
770,085
-264,170
128
$28.7M 0.35%
44,267
-21,530
129
$28.5M 0.35%
82,990
-2,293
130
$28.5M 0.35%
+320,397
131
$28.4M 0.35%
251,511
+27,831
132
$28.4M 0.35%
554,126
+10,455
133
$28.3M 0.35%
1,902,950
+1,887,524
134
$28.2M 0.35%
129,480
-30,359
135
$28.1M 0.34%
282,430
-48,429
136
$27.7M 0.34%
662,748
+655,607
137
$27.7M 0.34%
292,103
-82,118
138
$27.5M 0.34%
503,897
-190,466
139
$27.2M 0.33%
300,672
-108,251
140
$27M 0.33%
466,315
-138,456
141
$26.8M 0.33%
+139,612
142
$26.7M 0.33%
127,907
-25,563
143
$26.6M 0.33%
+581,444
144
$26.6M 0.33%
213,046
-149,942
145
$26.5M 0.32%
1,188,876
-276,119
146
$25.4M 0.31%
416,670
-78,224
147
$25.4M 0.31%
354,146
+3,199
148
$23.6M 0.29%
843,032
-149,121
149
$23.6M 0.29%
138,584
-30,158
150
$23.5M 0.29%
829,288
+499,910
4 5
6
7 8