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
$5.9B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$67.7M
3
+$67.3M
4
ZM icon
Zoom
ZM
+$63.4M
5
DDS icon
Dillards
DDS
+$38.5M

Top Sells

1
+$63.6M
2
+$40.1M
3
+$39.5M
4
STX icon
Seagate
STX
+$39.4M
5
FOX icon
Fox Class B
FOX
+$39.2M

Sector Composition

1 Technology 31.86%
2 Financials 14.99%
3 Consumer Discretionary 12.84%
4 Healthcare 12.25%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FUN icon
451
Cedar Fair
FUN
$1.59B
$820K 0.01%
36,081
-3,289
EHC icon
452
Encompass Health
EHC
$11.5B
$815K 0.01%
6,416
-4,021
UVSP icon
453
Univest Financial
UVSP
$926M
$813K 0.01%
27,096
+259
NAVI icon
454
Navient
NAVI
$1.21B
$813K 0.01%
61,825
+4,214
G icon
455
Genpact
G
$7.57B
$809K 0.01%
19,305
-12,341
NOG icon
456
Northern Oil and Gas
NOG
$2.22B
$797K 0.01%
32,137
-7,889
MBWM icon
457
Mercantile Bank Corp
MBWM
$759M
$796K 0.01%
17,698
+730
IBCP icon
458
Independent Bank Corp
IBCP
$693M
$795K 0.01%
25,676
+908
FMNB icon
459
Farmers National Banc Corp
FMNB
$513M
$795K 0.01%
+55,178
THFF icon
460
First Financial Corp
THFF
$705M
$793K 0.01%
14,055
-1,747
AMR icon
461
Alpha Metallurgical Resources
AMR
$2.01B
$788K 0.01%
4,801
-3,143
HBNC icon
462
Horizon Bancorp
HBNC
$878M
$783K 0.01%
48,904
-4,269
XOM icon
463
Exxon Mobil
XOM
$488B
$779K 0.01%
6,906
PAL
464
Proficient Auto Logistics
PAL
$234M
$778K 0.01%
112,946
-9,222
OXM icon
465
Oxford Industries
OXM
$581M
$777K 0.01%
19,165
-1,592
SBSI icon
466
Southside Bancshares
SBSI
$904M
$765K 0.01%
27,084
-361
BLMN icon
467
Bloomin' Brands
BLMN
$575M
$763K 0.01%
106,354
-10,496
LNT icon
468
Alliant Energy
LNT
$17.3B
$760K 0.01%
11,277
-8,826
AIZ icon
469
Assurant
AIZ
$11.2B
$756K 0.01%
3,492
-2,166
WMT icon
470
Walmart
WMT
$888B
$751K 0.01%
7,290
CMS icon
471
CMS Energy
CMS
$22.2B
$744K 0.01%
10,156
-8,793
WRLD icon
472
World Acceptance Corp
WRLD
$761M
$743K 0.01%
4,390
+187
MA icon
473
Mastercard
MA
$486B
$733K 0.01%
1,289
ECPG icon
474
Encore Capital Group
ECPG
$1.19B
$730K 0.01%
17,488
-2,016
DK icon
475
Delek US
DK
$2.27B
$700K 0.01%
21,687
-18,220
17 18
19
20 21