WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.78%
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 +$77.7M
2 +$77.7M
3 +$39.6M
4
THC icon
Tenet Healthcare
THC
+$39M
5
PRU icon
Prudential Financial
PRU
+$38.6M

Top Sells

1 +$126M
2 +$71.7M
3 +$51.5M
4
OZK icon
Bank OZK
OZK
+$44.1M
5
DFS
Discover Financial Services
DFS
+$43.6M

Sector Composition

1 Technology 25.48%
2 Consumer Discretionary 17.25%
3 Financials 16.24%
4 Healthcare 12.2%
5 Industrials 11.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-11,149
527
-28,362
528
-139,043
529
-6,753