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
301
$1.43M 0.01%
52,610
-7,540
302
$1.43M 0.01%
22,227
-2,573
303
$1.43M 0.01%
76,700
-3,400
304
$1.43M 0.01%
67,400
-2,200
305
$1.43M 0.01%
54,700
-1,300
306
$1.42M 0.01%
27,725
-800
307
$1.41M 0.01%
17,000
-500
308
$1.4M 0.01%
147,900
309
$1.39M 0.01%
87,340
+22,140
310
$1.39M 0.01%
49,900
-2,500
311
$1.38M 0.01%
85,800
-1,200
312
$1.36M 0.01%
40,800
+10,400
313
$1.35M 0.01%
65,896
+9,496
314
$1.35M 0.01%
52,400
-800
315
$1.35M 0.01%
49,941
+4,580
316
$1.32M 0.01%
52,959
-1,268
317
$1.3M 0.01%
131,683
+52,383
318
$1.26M 0.01%
52,886
+1,886
319
$1.26M 0.01%
25,848
-1,525
320
$1.24M 0.01%
43,490
+1,024
321
$1.23M 0.01%
57,120
+7,920
322
$1.17M 0.01%
50,700
-14,100
323
$1.17M 0.01%
36,247
-2,591
324
$1.16M 0.01%
37,253
-3,747
325
$1.15M 0.01%
88,450
-5,800
11 12
13
14 15