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
351
$1.56M 0.03%
21,495
+7,310
352
$1.56M 0.03%
46,757
+16,996
353
$1.56M 0.03%
83,387
+23,848
354
$1.55M 0.03%
66,235
+3,644
355
$1.54M 0.03%
+19,729
356
$1.53M 0.02%
41,006
+19,398
357
$1.48M 0.02%
33,125
+5,595
358
$1.46M 0.02%
88,955
+15,863
359
$1.45M 0.02%
4,656
+1,024
360
$1.43M 0.02%
76,653
+37,975
361
$1.43M 0.02%
+101,601
362
$1.42M 0.02%
78,511
+40,859
363
$1.42M 0.02%
4,288
+1,022
364
$1.41M 0.02%
36,099
+19,602
365
$1.39M 0.02%
44,713
+15,135
366
$1.38M 0.02%
2,503
+541
367
$1.34M 0.02%
49,445
+13,049
368
$1.34M 0.02%
60,941
+21,276
369
$1.34M 0.02%
88,618
+20,397
370
$1.32M 0.02%
20,947
+5,589
371
$1.31M 0.02%
44,509
+19,977
372
$1.29M 0.02%
71,373
-6,965
373
$1.28M 0.02%
40,723
+10,667
374
$1.27M 0.02%
157,776
+45,475
375
$1.26M 0.02%
7,533
+722
13 14
15
16 17