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
326
$1.14M 0.01%
31,300
-1,700
327
$1.13M 0.01%
51,221
-17,379
328
$1.09M 0.01%
169,283
-81,165
329
$1.09M 0.01%
91,324
-43,076
330
$1.07M 0.01%
9,745
-1,008
331
$1.05M 0.01%
75,400
332
$1.04M 0.01%
51,597
+10,647
333
$1.03M 0.01%
33,900
334
$1.03M 0.01%
13,161
+252
335
$1.02M 0.01%
46,126
+14,388
336
$1.02M 0.01%
83,900
-1,300
337
$1.02M 0.01%
39,900
-700
338
$1.02M 0.01%
51,800
339
$1.02M 0.01%
+59,681
340
$1.02M 0.01%
20,808
-191
341
$1.02M 0.01%
24,400
-8,400
342
$1.01M 0.01%
4,900
-100
343
$1.01M 0.01%
23,900
-600
344
$1.01M 0.01%
27,537
+12,337
345
$989K 0.01%
150,000
-9,400
346
$989K 0.01%
6,423
-803
347
$983K 0.01%
39,318
+4,972
348
$982K 0.01%
20,549
-2,074
349
$974K 0.01%
90,576
+16,176
350
$966K 0.01%
71,222
+7,122
12 13
14
15 16