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
376
$807K 0.01%
53,459
-14,299
377
$807K 0.01%
40,617
-15,883
378
$803K 0.01%
11,019
379
$802K 0.01%
117,045
-16,255
380
$797K 0.01%
42,716
-7,495
381
$789K 0.01%
17,189
-576
382
$788K 0.01%
17,827
-1,755
383
$783K 0.01%
+14,851
384
$777K 0.01%
26,800
-1,300
385
$770K 0.01%
25,766
-10,634
386
$769K 0.01%
78,510
-115
387
$761K 0.01%
51,000
-800
388
$761K 0.01%
+33,227
389
$756K 0.01%
8,284
+261
390
$753K 0.01%
23,300
-900
391
$752K 0.01%
179,800
-10,900
392
$752K 0.01%
102,315
-15,485
393
$742K 0.01%
16,715
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394
$741K 0.01%
+19,362
395
$739K 0.01%
19,366
-4,434
396
$734K 0.01%
64,247
-13,953
397
$729K 0.01%
14,591
-2,181
398
$726K 0.01%
17,397
-179
399
$726K 0.01%
86,092
-3,002
400
$723K 0.01%
83,100
14 15
16
17 18