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
401
$997K 0.02%
14,436
+5,127
402
$995K 0.02%
46,160
+20,704
403
$989K 0.02%
27,393
+4,072
404
$976K 0.02%
7,360
-60
405
$959K 0.02%
32,660
+11,586
406
$946K 0.02%
4,725
-4
407
$945K 0.02%
168,384
+85,505
408
$934K 0.02%
12,413
+3,305
409
$913K 0.01%
26,400
+8,865
410
$908K 0.01%
119,979
+58,908
411
$906K 0.01%
32,214
+8,077
412
$896K 0.01%
62,810
+28,764
413
$894K 0.01%
5,582
+1,226
414
$890K 0.01%
25,488
+6,671
415
$882K 0.01%
4,446
+874
416
$880K 0.01%
39,233
+10,403
417
$858K 0.01%
23,305
+6,062
418
$857K 0.01%
+29,252
419
$833K 0.01%
40,576
+10,274
420
$827K 0.01%
19,156
+3,408
421
$824K 0.01%
24,593
+6,942
422
$818K 0.01%
25,566
+6,616
423
$817K 0.01%
93,095
+41,604
424
$807K 0.01%
69,304
+18,836
425
$807K 0.01%
13,625
+3,526
15 16
17
18 19