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
401
$599K 0.01%
14,244
-201,481
402
$599K 0.01%
41,200
403
$597K 0.01%
18,676
+2,649
404
$595K 0.01%
33,178
-11,595
405
$592K 0.01%
103,885
406
$590K 0.01%
86,503
407
$584K 0.01%
10,502
+677
408
$575K 0.01%
30,431
409
$574K 0.01%
10,976
-1,181
410
$574K 0.01%
25,696
411
$574K 0.01%
171,466
+74,651
412
$573K 0.01%
14,564
413
$570K 0.01%
22,462
-4,194
414
$569K 0.01%
9,717
-3,266
415
$567K 0.01%
12,979
-280
416
$564K 0.01%
23,164
417
$564K 0.01%
12,847
+1,235
418
$563K 0.01%
20,691
-1,215
419
$559K 0.01%
1,331
+331
420
$557K 0.01%
8,638
-940
421
$557K 0.01%
24,094
+6,267
422
$557K 0.01%
19,006
423
$556K 0.01%
26,800
424
$554K 0.01%
25,838
425
$550K 0.01%
15,249
-2,835
15 16
17
18 19