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
426
$648K 0.01%
38,882
-5,103
427
$643K 0.01%
16,942
428
$633K 0.01%
+13,448
429
$620K 0.01%
83,100
-3,900
430
$608K 0.01%
15,031
-1,663
431
$603K 0.01%
13,593
+1,199
432
$603K 0.01%
15,212
-4,076
433
$601K 0.01%
+11,428
434
$593K 0.01%
31,728
+3,528
435
$583K 0.01%
9,332
-970
436
$582K 0.01%
37,700
437
$581K 0.01%
22,846
+206
438
$580K 0.01%
65,654
+6,354
439
$574K 0.01%
23,104
-1,264
440
$568K 0.01%
13,777
+300
441
$567K 0.01%
58,500
-700
442
$544K 0.01%
13,713
-1,523
443
$540K 0.01%
98,602
+37,102
444
$535K 0.01%
+33,835
445
$532K 0.01%
6,739
+701
446
$524K 0.01%
8,420
-767
447
$520K 0.01%
58,387
+10,087
448
$520K 0.01%
51,500
-45,500
449
$516K 0.01%
37,810
-3,278
450
$515K ﹤0.01%
66,400
-4,700
16 17
18
19 20