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
51
$41M 0.66%
99,865
+18,688
52
$40.8M 0.66%
768,828
-152,539
53
$40.8M 0.66%
364,565
+84,492
54
$40.8M 0.66%
+399,266
55
$40.6M 0.66%
525,045
+16,077
56
$40.6M 0.66%
97,126
-14,284
57
$40.5M 0.66%
1,440,709
-50,889
58
$40.3M 0.65%
+928,948
59
$40.3M 0.65%
77,732
+14,126
60
$40.3M 0.65%
75,028
+10,736
61
$40.2M 0.65%
389,795
-83,770
62
$40.1M 0.65%
91,490
-13,134
63
$40.1M 0.65%
511,033
+103,126
64
$40.1M 0.65%
540,737
-32,014
65
$39.9M 0.65%
+996,332
66
$39.8M 0.64%
163,883
+13,828
67
$39.8M 0.64%
218,638
+12,673
68
$39.2M 0.63%
+170,549
69
$39.1M 0.63%
181,524
+54,036
70
$38.6M 0.63%
421,768
+418,584
71
$38.2M 0.62%
174,920
+32,679
72
$37.2M 0.6%
+297,037
73
$30M 0.49%
169,212
-24,637
74
$28.2M 0.46%
565,836
-63,791
75
$23.2M 0.38%
59,180
-6,744
1 2
3
4 5