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
301
$2.44M 0.04%
207,485
-16,433
302
$2.44M 0.04%
94,552
+9,276
303
$2.43M 0.04%
49,460
+18,673
304
$2.38M 0.04%
96,828
-3,526
305
$2.37M 0.04%
116,886
+29,702
306
$2.35M 0.04%
65,429
-6,476
307
$2.32M 0.04%
52,977
+17,081
308
$2.3M 0.04%
112,183
-2,338
309
$2.26M 0.04%
139,391
+55,323
310
$2.26M 0.04%
102,114
+41,216
311
$2.25M 0.04%
36,208
+13,069
312
$2.24M 0.04%
107,657
-3,671
313
$2.2M 0.04%
11,845
-5,150
314
$2.19M 0.04%
122,598
+32,432
315
$2.11M 0.03%
94,314
+17,119
316
$2.09M 0.03%
24,168
+4,187
317
$2.07M 0.03%
48,837
-2,287
318
$2.04M 0.03%
88,071
-2,059
319
$2.03M 0.03%
23,397
-9,684
320
$2.02M 0.03%
95,080
+31,183
321
$2M 0.03%
10,895
+2,487
322
$1.98M 0.03%
92,524
-9,785
323
$1.95M 0.03%
+26,497
324
$1.94M 0.03%
32,567
+6,868
325
$1.92M 0.03%
17,471
+3,189
11 12
13
14 15