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
451
$587K 0.01%
12,867
+2,684
452
$573K 0.01%
782
-40
453
$550K 0.01%
68,342
+15,674
454
$521K 0.01%
1,729
455
$467K 0.01%
7,763
-421
456
$462K 0.01%
2,926
-162
457
$444K 0.01%
+2,536
458
$439K 0.01%
3,585
-145
459
$438K 0.01%
11,554
+125
460
$431K 0.01%
742
+7
461
$427K 0.01%
847
+33
462
$395K 0.01%
2,249
-697
463
$387K 0.01%
7,761
+107
464
$384K 0.01%
3,380
+101
465
$376K 0.01%
2,997
+119
466
$370K 0.01%
2,184
-9
467
$356K 0.01%
8,214
-68
468
$350K 0.01%
955
-30
469
$340K 0.01%
1,780
-7
470
$333K 0.01%
1,335
+15
471
$306K ﹤0.01%
401
+5
472
$283K ﹤0.01%
78
+2
473
$274K ﹤0.01%
2,153
-68
474
$274K ﹤0.01%
1,335
+64
475
$272K ﹤0.01%
2,784
-59
17 18
19
20 21