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
101
$15.3M 0.25%
298,894
-47,660
102
$15M 0.24%
135,218
-18,814
103
$14.9M 0.24%
111,590
-14,747
104
$14.6M 0.24%
117,276
-3,376
105
$14.6M 0.24%
215,979
-18,655
106
$14.6M 0.24%
321,100
-11,428
107
$14.5M 0.24%
49,349
-1,244
108
$14.5M 0.24%
118,138
+18,763
109
$14.5M 0.24%
163,767
+24,329
110
$14.4M 0.23%
182,353
-9,498
111
$14.4M 0.23%
167,191
-16,733
112
$14.2M 0.23%
410,035
+61,041
113
$14.2M 0.23%
25,620
-972
114
$14.2M 0.23%
263,634
-13,105
115
$14.1M 0.23%
124,489
-5,570
116
$14.1M 0.23%
19,501
-8,127
117
$14M 0.23%
71,022
+8,149
118
$14M 0.23%
52,180
-11,504
119
$14M 0.23%
47,335
+6,604
120
$14M 0.23%
80,132
+18
121
$13.9M 0.23%
332,098
+27,935
122
$13.9M 0.22%
115,478
+6,048
123
$13.8M 0.22%
167,490
-27,423
124
$13.8M 0.22%
+449,679
125
$13.6M 0.22%
107,040
-1,974
3 4
5
6 7