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
326
$1.91M 0.03%
67,424
+16,912
327
$1.9M 0.03%
32,371
+7,914
328
$1.9M 0.03%
12,929
-5,103
329
$1.9M 0.03%
31,850
+12,533
330
$1.88M 0.03%
6,168
+3,245
331
$1.84M 0.03%
+47,591
332
$1.83M 0.03%
69,465
+12,808
333
$1.77M 0.03%
3,655
-99
334
$1.76M 0.03%
17,320
+4,592
335
$1.75M 0.03%
+50,377
336
$1.75M 0.03%
+19,866
337
$1.75M 0.03%
26,360
-1,382
338
$1.75M 0.03%
80,263
-56,981
339
$1.74M 0.03%
20,508
+3,531
340
$1.73M 0.03%
+16,612
341
$1.72M 0.03%
39,103
+5,196
342
$1.72M 0.03%
+29,859
343
$1.67M 0.03%
43,116
+14,900
344
$1.65M 0.03%
32,569
+6,116
345
$1.65M 0.03%
38,335
-13,597
346
$1.65M 0.03%
56,383
+24,969
347
$1.62M 0.03%
+49,507
348
$1.6M 0.03%
88,947
+29,250
349
$1.59M 0.03%
31,941
+4,795
350
$1.58M 0.03%
90,937
+23,284
12 13
14
15 16