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
276
$1.89M 0.02%
82,403
-1,911
277
$1.86M 0.02%
22,836
-3,690
278
$1.85M 0.02%
75,500
-7,200
279
$1.83M 0.02%
49,038
-4,562
280
$1.82M 0.02%
66,033
-16,961
281
$1.81M 0.02%
56,454
+161
282
$1.81M 0.02%
63,000
-1,400
283
$1.79M 0.02%
43,389
-13,711
284
$1.72M 0.02%
53,976
-5,824
285
$1.64M 0.02%
220,938
+9,538
286
$1.61M 0.02%
52,175
-3,825
287
$1.59M 0.02%
58,169
-424,044
288
$1.57M 0.02%
51,675
-1,100
289
$1.55M 0.01%
78,930
-4,875
290
$1.53M 0.01%
29,285
-5,565
291
$1.52M 0.01%
64,451
-5,649
292
$1.51M 0.01%
17,409
-1,591
293
$1.49M 0.01%
10,817
-373
294
$1.49M 0.01%
15,964
-6,136
295
$1.49M 0.01%
44,400
+5,900
296
$1.48M 0.01%
93,700
-4,500
297
$1.47M 0.01%
35,392
+7,592
298
$1.47M 0.01%
40,600
-1,200
299
$1.46M 0.01%
46,862
-1,741
300
$1.45M 0.01%
14,453
-2,310
10 11
12
13 14