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
201
$14.5M 0.18%
1,068,418
+72,691
202
$14.5M 0.18%
591,872
-15,808
203
$14.3M 0.18%
453,041
-10,065
204
$14.3M 0.18%
433,066
-98,803
205
$14.3M 0.17%
254,578
-2,310
206
$14.2M 0.17%
193,316
-1,803
207
$14.1M 0.17%
236,258
-5,868
208
$13.8M 0.17%
98,519
-2,789
209
$13.8M 0.17%
829,461
-168,677
210
$13.7M 0.17%
263,410
-57,718
211
$13.6M 0.17%
280,351
-46,236
212
$12.9M 0.16%
558,410
-304,470
213
$12.8M 0.16%
53,938
+1,369
214
$12.6M 0.15%
955,775
-189,267
215
$12.5M 0.15%
235,023
-44,498
216
$12.4M 0.15%
1,648,177
-359,387
217
$12.1M 0.15%
473,009
-126,629
218
$11.8M 0.14%
151,501
+48,423
219
$11.8M 0.14%
646,804
-112,925
220
$11.6M 0.14%
116,015
-25,149
221
$11.2M 0.14%
718,096
-157,578
222
$10.9M 0.13%
65,996
-13,630
223
$10.9M 0.13%
158,202
-16,884
224
$10.7M 0.13%
126,972
-26,272
225
$10.5M 0.13%
201,330
-41,545
7 8
9
10 11