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
351
$958K 0.01%
84,822
-1,078
352
$957K 0.01%
143,233
-3,700
353
$951K 0.01%
91,851
+30,351
354
$947K 0.01%
50,091
+11,091
355
$944K 0.01%
44,024
+2,658
356
$943K 0.01%
90,717
-17,983
357
$940K 0.01%
72,000
358
$915K 0.01%
15,586
-1,905
359
$909K 0.01%
39,100
-1,400
360
$904K 0.01%
75,000
361
$901K 0.01%
137,126
+50,626
362
$901K 0.01%
+16,380
363
$900K 0.01%
+1,649
364
$891K 0.01%
12,154
+605
365
$889K 0.01%
7,924
-2,323
366
$880K 0.01%
76,760
+4,060
367
$878K 0.01%
14,151
+40
368
$875K 0.01%
+9,433
369
$859K 0.01%
5,674
-222,775
370
$854K 0.01%
32,960
-4,697
371
$830K 0.01%
31,313
-9,937
372
$830K 0.01%
8,648
-2,473
373
$825K 0.01%
6,962
-719
374
$819K 0.01%
+329
375
$817K 0.01%
47,500
13 14
15
16 17