WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
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
1
$119M 1.46%
2,382,492
-344,758
2
$99.7M 1.22%
1,663,557
+434,435
3
$88.4M 1.08%
586,757
-34,309
4
$86.8M 1.06%
592,871
-91,602
5
$81.9M 1%
744,794
-54,888
6
$80.7M 0.99%
1,932,185
+664,277
7
$79.6M 0.98%
1,653,921
-143,017
8
$79.2M 0.97%
2,318,965
+631,206
9
$76.4M 0.94%
397,451
-43,427
10
$73.6M 0.9%
3,097,849
-303,671
11
$68.6M 0.84%
806,782
+125,794
12
$68.6M 0.84%
357,535
+3,424
13
$67.5M 0.83%
274,899
-27,514
14
$67M 0.82%
114,474
+113,451
15
$66.2M 0.81%
244,430
-33,416
16
$66.2M 0.81%
1,094,659
-118,767
17
$65.7M 0.81%
3,286,760
-1,606,120
18
$65M 0.8%
474,443
-55,939
19
$64.9M 0.8%
200,130
-16,895
20
$64.8M 0.79%
1,731,984
-312,600
21
$64.8M 0.79%
455,136
-66,135
22
$64.8M 0.79%
338,599
-39,053
23
$64.8M 0.79%
2,145,829
+125,694
24
$64.6M 0.79%
1,686,779
+43,959
25
$63.7M 0.78%
1,557,452
+7,152
1
2 3 4 5