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
176
$17.7M 0.22%
201,653
-44,664
177
$17.1M 0.21%
126,198
-27,290
178
$17.1M 0.21%
414,175
-4,158
179
$16.9M 0.21%
+323,735
180
$16.8M 0.21%
728,604
+180,780
181
$16.7M 0.21%
274,791
+41,683
182
$16.7M 0.21%
159,752
+44,039
183
$16.6M 0.2%
1,215,299
+111,353
184
$16.4M 0.2%
405,289
+105,844
185
$16.3M 0.2%
58,777
-6,963
186
$16.3M 0.2%
102,440
-5,484
187
$16.2M 0.2%
613,195
+157,814
188
$16.1M 0.2%
59,774
-6,141
189
$16M 0.2%
353,708
+101,691
190
$16M 0.2%
396,106
+57,805
191
$15.6M 0.19%
317,802
-68,158
192
$15.6M 0.19%
259,051
-50,241
193
$15.6M 0.19%
258,269
-22,407
194
$15.5M 0.19%
71,526
-159,267
195
$15.4M 0.19%
472,224
+66,837
196
$15.3M 0.19%
996,901
+181,404
197
$14.8M 0.18%
232,417
-48,188
198
$14.7M 0.18%
598,111
-65,354
199
$14.7M 0.18%
435,697
-32,074
200
$14.6M 0.18%
100,733
-13,653
6 7
8
9 10