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
$8.1B
AUM Growth
-$2.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$66.7M
2
+$57.9M
3
+$41.2M
4
BA icon
Boeing
BA
+$40.4M
5
INTC icon
Intel
INTC
+$39.6M

Top Sells

1
+$93.5M
2
+$59.7M
3
+$58.9M
4
ADI icon
Analog Devices
ADI
+$54.6M
5
TXN icon
Texas Instruments
TXN
+$54.5M

Sector Composition

1 Financials 19.11%
2 Industrials 16.54%
3 Healthcare 12.06%
4 Consumer Discretionary 10.98%
5 Technology 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.13M 0.01%
44,790
327
$1.12M 0.01%
73,003
328
$1.12M 0.01%
27,153
+2,600
329
$1.09M 0.01%
24,582
330
$1.09M 0.01%
47,797
331
$1.08M 0.01%
54,511
-12,949
332
$1.07M 0.01%
29,525
333
$1.02M 0.01%
160,909
-23,437
334
$1.02M 0.01%
43,275
+2,675
335
$1.01M 0.01%
53,554
336
$1M 0.01%
10,456
-708
337
$993K 0.01%
82,740
+20,161
338
$946K 0.01%
154,395
339
$925K 0.01%
85,151
+24,181
340
$918K 0.01%
52,253
341
$912K 0.01%
23,900
342
$910K 0.01%
269,127
+69,924
343
$909K 0.01%
46,216
-884
344
$904K 0.01%
124,989
+48,456
345
$904K 0.01%
90,813
+20,984
346
$893K 0.01%
110,432
347
$877K 0.01%
44,046
348
$869K 0.01%
168,665
+32,989
349
$869K 0.01%
+204,394
350
$868K 0.01%
16,988
+2,153
12 13
14
15 16