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
376
$717K 0.01%
17,598
+1,233
377
$710K 0.01%
10,135
-1,826
378
$709K 0.01%
23,601
+4,882
379
$703K 0.01%
7,035
+2,538
380
$702K 0.01%
58,915
+2,586
381
$698K 0.01%
67,425
-3,575
382
$692K 0.01%
2,450
+171
383
$691K 0.01%
22,934
384
$690K 0.01%
130,474
385
$673K 0.01%
4,537
-2,419
386
$669K 0.01%
63,137
+583
387
$659K 0.01%
17,557
+1,060
388
$648K 0.01%
44,901
-206
389
$637K 0.01%
54,783
-592
390
$636K 0.01%
10,420
-3,754
391
$632K 0.01%
42,300
392
$631K 0.01%
+56,329
393
$629K 0.01%
4,973
-488
394
$629K 0.01%
76,512
395
$628K 0.01%
33,021
396
$627K 0.01%
5,234
-8
397
$621K 0.01%
32,148
-1,504,724
398
$620K 0.01%
50,786
+23,145
399
$618K 0.01%
16,281
-513
400
$614K 0.01%
83,100
14 15
16
17 18