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
251
$4.35M 0.07%
72,096
-28,092
252
$4.23M 0.07%
69,621
+8,949
253
$4.19M 0.07%
+65,855
254
$4.18M 0.07%
121,514
-4,325
255
$4.16M 0.07%
82,634
-31,981
256
$4.13M 0.07%
21,955
-8,150
257
$4.11M 0.07%
150,899
-2,792
258
$4.09M 0.07%
65,883
-3,747
259
$4.08M 0.07%
34,402
-13,126
260
$4.03M 0.07%
64,527
-25,620
261
$3.95M 0.06%
88,440
-3,968
262
$3.92M 0.06%
101,591
+22,573
263
$3.89M 0.06%
+38,082
264
$3.89M 0.06%
201,895
+75,359
265
$3.89M 0.06%
112,201
-1,890
266
$3.83M 0.06%
107,989
-1,778
267
$3.82M 0.06%
149,486
-99,618
268
$3.79M 0.06%
110,102
+18,856
269
$3.7M 0.06%
18,746
+5,473
270
$3.7M 0.06%
67,244
-827
271
$3.63M 0.06%
8,452
-2,903
272
$3.6M 0.06%
44,382
-1,811
273
$3.49M 0.06%
106,003
-38,141
274
$3.4M 0.06%
22,235
+9,654
275
$3.38M 0.05%
4,100
-1,578
9 10
11
12 13