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
26
$46.3M 0.75%
278,290
-58,257
27
$46.2M 0.75%
592,969
+136,101
28
$46.1M 0.75%
334,231
+25,372
29
$46.1M 0.75%
109,897
-18,297
30
$46M 0.75%
331,210
-38,127
31
$45.6M 0.74%
642,869
+620,144
32
$44.9M 0.73%
286,032
-99,522
33
$44.7M 0.72%
140,439
-27,378
34
$44.7M 0.72%
271,496
-51,436
35
$44.5M 0.72%
661,824
+157,859
36
$44.2M 0.71%
314,026
-61,923
37
$43.7M 0.71%
580,800
-120,270
38
$43.7M 0.71%
2,076,695
-268,509
39
$43.6M 0.71%
172,881
-32,927
40
$43.4M 0.7%
686,452
-157,634
41
$43.4M 0.7%
808,147
-58,334
42
$42.5M 0.69%
399,542
+48,845
43
$42.3M 0.69%
730,174
-126,938
44
$42.2M 0.68%
3,021,481
+492,911
45
$42.2M 0.68%
+224,913
46
$42.2M 0.68%
187,776
-133,393
47
$42.1M 0.68%
+358,220
48
$42M 0.68%
974,392
-182,597
49
$41.9M 0.68%
13,310
-3,790
50
$41.8M 0.68%
597,064
+150,019
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