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
151
$10.9M 0.18%
71,323
+6,512
152
$10.7M 0.17%
41,544
-19,160
153
$10.6M 0.17%
121,913
-22,560
154
$10.4M 0.17%
177,037
+3,750
155
$10.3M 0.17%
354,986
-14,510
156
$10.3M 0.17%
164,300
-5,912
157
$10.2M 0.16%
119,621
-13,241
158
$9.79M 0.16%
19,781
+5,290
159
$9.62M 0.16%
147,347
-21,886
160
$9.58M 0.16%
228,143
+7,447
161
$9.57M 0.15%
33,029
-2,957
162
$9.18M 0.15%
50,339
-9,028
163
$9.17M 0.15%
283,443
+6,901
164
$9.12M 0.15%
26,319
+7,381
165
$9.04M 0.15%
60,960
-276
166
$9.02M 0.15%
66,269
-1,850
167
$9.02M 0.15%
120,960
+61,200
168
$8.98M 0.15%
174,645
-9,823
169
$8.71M 0.14%
70,817
+10,407
170
$8.63M 0.14%
224,579
-5,399
171
$8.6M 0.14%
40,351
-7,891
172
$8.59M 0.14%
168,735
+5,311
173
$8.5M 0.14%
159,119
+15,835
174
$8.4M 0.14%
42,443
+78
175
$8.35M 0.14%
44,015
+1,063
5 6
7
8 9