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
151
$22.2M 0.27%
499,569
-100,638
152
$21.6M 0.26%
220,627
-43,563
153
$21.1M 0.26%
92,320
-7,365
154
$20.8M 0.26%
926,991
+134,723
155
$19.9M 0.24%
950,606
-118,291
156
$19.8M 0.24%
126,052
+5,591
157
$19.6M 0.24%
159,245
-17,446
158
$19.4M 0.24%
201,278
-14,411
159
$19.3M 0.24%
174,674
-11,644
160
$19.3M 0.24%
60,396
-173
161
$19M 0.23%
61,929
-907
162
$18.9M 0.23%
588,764
-27,054
163
$18.8M 0.23%
440,231
-16,667
164
$18.7M 0.23%
100,193
-35,488
165
$18.4M 0.23%
141,498
+3,408
166
$18.4M 0.23%
188,716
-3,586
167
$18.3M 0.22%
104,601
-3,186
168
$18.2M 0.22%
308,185
-9,393
169
$18.1M 0.22%
224,377
-1,613
170
$18M 0.22%
233,462
-362,192
171
$18M 0.22%
80,767
-9,176
172
$18M 0.22%
544,879
+33,596
173
$18M 0.22%
73,634
+432
174
$17.9M 0.22%
306,926
-129,451
175
$17.9M 0.22%
449,634
+31,312
5 6
7
8 9