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
276
$3.38M 0.05%
17,529
+4,464
277
$3.34M 0.05%
412
+109
278
$3.2M 0.05%
73,873
-2,634
279
$3.18M 0.05%
49,330
+12,789
280
$3.15M 0.05%
7,932
+1,894
281
$3.15M 0.05%
34,860
+3,950
282
$3.14M 0.05%
+132,528
283
$3.05M 0.05%
80,340
+7,028
284
$3.05M 0.05%
125,588
-2,558,183
285
$3.04M 0.05%
91,678
-6,385
286
$3.03M 0.05%
49,660
-18,146
287
$2.93M 0.05%
25,894
+7,350
288
$2.92M 0.05%
24,414
-9,982
289
$2.91M 0.05%
+87,692
290
$2.88M 0.05%
63,735
-635
291
$2.84M 0.05%
21,866
+2,303
292
$2.76M 0.04%
155,598
+25,102
293
$2.75M 0.04%
167,752
-6,692
294
$2.66M 0.04%
169,908
+33,806
295
$2.65M 0.04%
+81,511
296
$2.63M 0.04%
14,596
-112
297
$2.54M 0.04%
58,661
+28,960
298
$2.51M 0.04%
81,723
+20,498
299
$2.48M 0.04%
14,879
+6,538
300
$2.45M 0.04%
6,456
+1,666
10 11
12
13 14