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
426
$792K 0.01%
+18,668
427
$787K 0.01%
64,998
+1,468
428
$772K 0.01%
6,645
-200
429
$769K 0.01%
26,899
+9,478
430
$766K 0.01%
9,976
+1,945
431
$764K 0.01%
10,779
+2,458
432
$763K 0.01%
+43,838
433
$749K 0.01%
2,683
-78
434
$736K 0.01%
23,939
+223
435
$706K 0.01%
16,564
+4,912
436
$699K 0.01%
23,607
+6,558
437
$695K 0.01%
32,006
+8,460
438
$682K 0.01%
17,719
+4,803
439
$682K 0.01%
4,310
+145
440
$675K 0.01%
48,771
+8,827
441
$675K 0.01%
1,401
-25
442
$667K 0.01%
4,113
-160
443
$667K 0.01%
32,017
+8,449
444
$666K 0.01%
26,263
+5,124
445
$661K 0.01%
850
+83
446
$654K 0.01%
26,016
+6,742
447
$651K 0.01%
11,873
+3,147
448
$650K 0.01%
+4,481
449
$622K 0.01%
+68,107
450
$620K 0.01%
16,174
+4,679
16 17
18
19 20