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
201
$6.44M 0.1%
98,004
+1,016
202
$6.31M 0.1%
116,940
-57,796
203
$6.27M 0.1%
562,349
-22,826
204
$6.15M 0.1%
59,400
+6,896
205
$6.06M 0.1%
85,959
+5,002
206
$6.02M 0.1%
82,945
-19,602
207
$6.02M 0.1%
15,312
-6,169
208
$5.96M 0.1%
30,099
+198
209
$5.85M 0.09%
66,860
-23,132
210
$5.82M 0.09%
205,501
-37,069
211
$5.79M 0.09%
23,527
+5
212
$5.74M 0.09%
199,983
-16,137
213
$5.59M 0.09%
80,861
+15,330
214
$5.52M 0.09%
34,309
-3,116
215
$5.49M 0.09%
114,494
-3,564
216
$5.47M 0.09%
59,090
-3,846
217
$5.41M 0.09%
86,927
+230
218
$5.38M 0.09%
37,676
-2,547
219
$5.29M 0.09%
+35,555
220
$5.28M 0.09%
115,541
-7,447
221
$5.28M 0.09%
84,856
-30,797
222
$5.27M 0.09%
357,140
-12,062
223
$5.27M 0.09%
39,554
-200,396
224
$5.26M 0.09%
102,175
-13,383
225
$5.12M 0.08%
39,076
+7,443
7 8
9
10 11