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
376
$1.25M 0.02%
38,140
+7,036
377
$1.25M 0.02%
32,306
+14,546
378
$1.25M 0.02%
+79,924
379
$1.24M 0.02%
56,867
+18,089
380
$1.24M 0.02%
23,294
+3,696
381
$1.23M 0.02%
15,398
+4,199
382
$1.23M 0.02%
21,367
+9,906
383
$1.22M 0.02%
132,117
+20,178
384
$1.22M 0.02%
23,261
+9,954
385
$1.21M 0.02%
23,465
+7,594
386
$1.18M 0.02%
+62,857
387
$1.16M 0.02%
3,860
-5,765
388
$1.16M 0.02%
+65,876
389
$1.14M 0.02%
68,932
+23,868
390
$1.14M 0.02%
83,532
+27,776
391
$1.14M 0.02%
+18,499
392
$1.14M 0.02%
104,198
+53,894
393
$1.13M 0.02%
+29,557
394
$1.13M 0.02%
34,543
+8,529
395
$1.12M 0.02%
104,269
+13,189
396
$1.09M 0.02%
+100,030
397
$1.09M 0.02%
176,824
+63,628
398
$1.08M 0.02%
36,195
+13,279
399
$1.06M 0.02%
+238,931
400
$1.05M 0.02%
18,996
+4,736
14 15
16
17 18