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
426
$547K 0.01%
+138,402
427
$543K 0.01%
374,699
+207,883
428
$543K 0.01%
65,965
429
$542K 0.01%
47,776
+5,256
430
$539K 0.01%
+10,229
431
$511K 0.01%
25,843
+2,133
432
$510K 0.01%
8,681
433
$496K 0.01%
6,759
+340
434
$496K 0.01%
11,018
-3,077
435
$490K 0.01%
51,000
436
$488K 0.01%
2,608
-924
437
$486K 0.01%
15,302
+6,073
438
$484K 0.01%
83,100
439
$481K 0.01%
4,696
-1,842
440
$481K 0.01%
13,045
+1,851
441
$477K 0.01%
5,842
-3,139
442
$474K 0.01%
5,074
-197
443
$467K 0.01%
123,298
444
$458K 0.01%
143,943
445
$458K 0.01%
20,626
+2,971
446
$457K 0.01%
13,334
-1,844
447
$457K 0.01%
58,002
448
$452K 0.01%
42,500
+5,510
449
$452K 0.01%
13,891
+2,660
450
$447K 0.01%
18,085
+5,156
16 17
18
19 20