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
126
$13.6M 0.22%
93,582
+7,939
127
$13.4M 0.22%
82,388
+10,895
128
$13.3M 0.22%
85,983
+1,302
129
$13.3M 0.22%
368,632
-10,222
130
$13.3M 0.22%
241,344
+27,201
131
$13.2M 0.21%
176,962
+23,793
132
$13.2M 0.21%
384,644
+23,791
133
$13.1M 0.21%
109,190
-1,056
134
$13.1M 0.21%
135,061
+14,220
135
$13M 0.21%
67,996
-33,127
136
$12.9M 0.21%
241,138
-37,237
137
$12.9M 0.21%
97,365
-26,457
138
$12.8M 0.21%
157,874
-358
139
$12.6M 0.2%
368,128
+52,958
140
$12.6M 0.2%
513,714
+8,256
141
$12.6M 0.2%
456,652
+10,585
142
$12.3M 0.2%
81,544
+4,753
143
$11.9M 0.19%
118,446
+19,027
144
$11.9M 0.19%
180,278
-8,852
145
$11.4M 0.19%
68,634
+5,384
146
$11.4M 0.19%
293,004
+54,810
147
$11.2M 0.18%
286,440
+1,705
148
$11.2M 0.18%
46,187
-919
149
$11M 0.18%
33,061
+450
150
$11M 0.18%
84,014
-4,294
4 5
6
7 8