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
401
$722K 0.01%
25,134
-3,867
402
$720K 0.01%
2,549
-820
403
$718K 0.01%
42,300
404
$718K 0.01%
19,100
-500
405
$714K 0.01%
10,706
-1,759
406
$707K 0.01%
+26,800
407
$697K 0.01%
27,656
-19,844
408
$694K 0.01%
12,517
-35
409
$693K 0.01%
19,000
-500
410
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23,200
-800
411
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13,380
+460
412
$687K 0.01%
55,100
-1,800
413
$686K 0.01%
28,900
414
$686K 0.01%
41,200
-400
415
$683K 0.01%
18,467
-2,250
416
$682K 0.01%
14,798
417
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15,800
418
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-636
419
$676K 0.01%
59,000
420
$675K 0.01%
+28,182
421
$674K 0.01%
92,099
+36,299
422
$673K 0.01%
12,144
-2,753
423
$671K 0.01%
21,949
+3,349
424
$671K 0.01%
45,500
-1,600
425
$657K 0.01%
+33,804
15 16
17
18 19