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
176
$8.22M 0.13%
864,324
+137,382
177
$8M 0.13%
31,415
-7,299
178
$8M 0.13%
78,175
-64
179
$7.99M 0.13%
143,952
+26,272
180
$7.94M 0.13%
137,335
+6,826
181
$7.88M 0.13%
67,454
+2,673
182
$7.71M 0.12%
77,044
+7,705
183
$7.61M 0.12%
314,734
-16,062
184
$7.56M 0.12%
80,021
+3,828
185
$7.54M 0.12%
301,918
-152,666
186
$7.34M 0.12%
330,238
-50,806
187
$7.34M 0.12%
92,804
-16,648
188
$7.31M 0.12%
133,326
-68
189
$7.24M 0.12%
45,378
-2,485
190
$7.12M 0.12%
72,621
-4,472
191
$7.1M 0.12%
36,882
-8,180
192
$7.06M 0.11%
77,882
+13,344
193
$7.06M 0.11%
80,488
-6,996
194
$7.01M 0.11%
166,550
-31,122
195
$6.99M 0.11%
64,906
+34,641
196
$6.88M 0.11%
31,772
-2,592
197
$6.66M 0.11%
31,267
-26,473
198
$6.65M 0.11%
280,359
-9,902
199
$6.65M 0.11%
364,946
+73,302
200
$6.56M 0.11%
137,484
+378
6 7
8
9 10