WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
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
1
$101M 1.64%
+858,707
2
$90M 1.46%
891,120
-1,725,930
3
$89.5M 1.45%
72,681
-6,312
4
$87.7M 1.42%
284,269
-6,661
5
$87.2M 1.41%
508,283
+93,537
6
$86.3M 1.4%
821,837
-20,460
7
$86.2M 1.39%
886,870
-168,800
8
$85.8M 1.39%
203,868
+192,048
9
$85.4M 1.38%
122,217
-13,718
10
$84.8M 1.37%
1,169,840
-129,076
11
$84.7M 1.37%
410,886
-79,788
12
$84.2M 1.36%
270,422
-9,786
13
$83.8M 1.36%
682,132
+79,185
14
$83.5M 1.35%
562,505
-43,138
15
$83.3M 1.35%
174,856
+9,528
16
$82.1M 1.33%
908,656
-9,152
17
$81.7M 1.32%
125,706
-3,187
18
$79.8M 1.29%
1,168,250
-183,208
19
$52.9M 0.86%
1,303,019
-254,450
20
$51.7M 0.84%
142,248
+10,226
21
$50.4M 0.82%
417,977
-72,067
22
$49.5M 0.8%
148,288
-7,702
23
$49.2M 0.8%
468,158
+433,877
24
$48.7M 0.79%
376,675
-134,286
25
$48.7M 0.79%
103,241
-18,286
1
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