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
451
$510K ﹤0.01%
2,426
-229
452
$496K ﹤0.01%
6,860
+900
453
$494K ﹤0.01%
+20,417
454
$486K ﹤0.01%
+16,884
455
$485K ﹤0.01%
2,862
-199
456
$484K ﹤0.01%
39,709
+8,584
457
$483K ﹤0.01%
31,446
-5,688
458
$480K ﹤0.01%
5,772
459
$474K ﹤0.01%
5,901
-1,909
460
$473K ﹤0.01%
14,148
+495
461
$465K ﹤0.01%
12,892
-377
462
$453K ﹤0.01%
16,156
-2,519
463
$448K ﹤0.01%
148,217
+954
464
$448K ﹤0.01%
5,518
-1,419
465
$443K ﹤0.01%
16,100
-900
466
$435K ﹤0.01%
4,400
-500
467
$425K ﹤0.01%
8,758
+8
468
$422K ﹤0.01%
+20,016
469
$421K ﹤0.01%
2,779
-386
470
$421K ﹤0.01%
+27,354
471
$420K ﹤0.01%
2,628
+115
472
$420K ﹤0.01%
29,170
-10,323
473
$414K ﹤0.01%
16,533
-1,938
474
$413K ﹤0.01%
+30,514
475
$410K ﹤0.01%
11,856
-2,028
17 18
19
20 21