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
$10.4B
AUM Growth
-$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$52.7M
2
+$51.7M
3
+$49.6M
4
RTN
Raytheon Company
RTN
+$49.5M
5
ADI icon
Analog Devices
ADI
+$48.2M

Top Sells

1
+$98.3M
2
+$84.2M
3
+$72.7M
4
CFR icon
Cullen/Frost Bankers
CFR
+$65.5M
5
TXN icon
Texas Instruments
TXN
+$63.9M

Sector Composition

1 Financials 20.73%
2 Industrials 17.84%
3 Consumer Discretionary 12.47%
4 Healthcare 11.59%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.1M 0.08%
159,653
+22,406
252
$8.06M 0.08%
76,273
-3,315
253
$8.04M 0.08%
208,840
-12,851
254
$8.03M 0.08%
62,266
-327
255
$8.01M 0.08%
158,289
+6,440
256
$8M 0.08%
79,797
+2,225
257
$7.99M 0.08%
93,168
-10,848
258
$7.98M 0.08%
+167,414
259
$7.93M 0.08%
326,450
-39,213
260
$7.89M 0.08%
49,621
-2,462
261
$7.87M 0.08%
70,808
-15,056
262
$7.47M 0.07%
263,359
-19,441
263
$7.3M 0.07%
223,951
-16,443
264
$7.14M 0.07%
240,735
+4,974
265
$6.8M 0.07%
394,962
-21,371
266
$6.63M 0.06%
686,601
-53,818
267
$6.55M 0.06%
123,369
-7,650
268
$6.28M 0.06%
139,976
-9,412
269
$6.14M 0.06%
223,793
-14,284
270
$5.36M 0.05%
62,787
-4,335
271
$4.7M 0.05%
133,780
-14,377
272
$4.5M 0.04%
198,759
-15,504
273
$4.32M 0.04%
93,393
-6,572
274
$4.15M 0.04%
124,528
-8,031
275
$2M 0.02%
190,585
-5,388
9 10
11
12 13