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
$6.18B
AUM Growth
+$573M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$80.8M
3
+$45.6M
4
KBH icon
KB Home
KBH
+$44M
5
RL icon
Ralph Lauren
RL
+$42.2M

Top Sells

1
+$174M
2
+$62.2M
3
+$51.5M
4
OZK icon
Bank OZK
OZK
+$44.1M
5
DFS
Discover Financial Services
DFS
+$43.6M

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 17.25%
3 Financials 16.24%
4 Healthcare 12.2%
5 Industrials 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.12M 0.08%
197,207
-58,231
227
$5.11M 0.08%
116,929
-9,127
228
$5.11M 0.08%
288,313
+76,720
229
$5.04M 0.08%
85,614
-5,630
230
$5.03M 0.08%
208,666
+13,312
231
$5.01M 0.08%
132,390
+2,150
232
$5M 0.08%
508,089
-107,852
233
$4.98M 0.08%
353,399
-12,787
234
$4.92M 0.08%
+76,591
235
$4.83M 0.08%
49,265
+13,623
236
$4.82M 0.08%
+21,123
237
$4.8M 0.08%
42,708
+1,208
238
$4.78M 0.08%
71,534
-20,566
239
$4.77M 0.08%
27,827
+8,359
240
$4.76M 0.08%
109,585
-4,068
241
$4.74M 0.08%
27,538
-1,738
242
$4.71M 0.08%
+170,236
243
$4.59M 0.07%
42,746
-2,201
244
$4.58M 0.07%
383,603
-30,754
245
$4.54M 0.07%
17,753
-1,161
246
$4.53M 0.07%
121,718
-49,472
247
$4.52M 0.07%
171,598
-12,397
248
$4.47M 0.07%
48,528
-2,218
249
$4.45M 0.07%
96,596
-3,277
250
$4.35M 0.07%
267,033
-19,077
8 9
10
11 12