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
26
$99.7M 0.96%
43,517,528
+11,937,931
27
$93M 0.89%
655,501
-141,342
28
$92.6M 0.89%
562,933
-19,685
29
$85.8M 0.82%
505,314
+16,892
30
$83.9M 0.81%
1,889,862
+12,340
31
$82.8M 0.79%
1,335,938
+833,758
32
$82.7M 0.79%
1,738,565
+662,849
33
$74.1M 0.71%
1,438,821
-102,077
34
$68.1M 0.65%
1,429,319
+1,106,322
35
$66.5M 0.64%
2,503,871
+214,903
36
$65.7M 0.63%
2,180,026
+250,631
37
$64.4M 0.62%
1,382,259
+979,749
38
$64M 0.61%
2,016,444
-275,309
39
$60.5M 0.58%
569,952
-617,356
40
$57M 0.55%
1,038,214
+69,476
41
$54.2M 0.52%
745,642
-53,242
42
$53M 0.51%
398,171
+128,506
43
$51.9M 0.5%
741,412
+274,427
44
$51.6M 0.5%
1,750,420
+884,600
45
$50.8M 0.49%
284,795
+120,575
46
$50.5M 0.48%
1,167,429
+564,509
47
$50.3M 0.48%
2,104,896
-124,565
48
$49.6M 0.48%
+146,638
49
$49.5M 0.47%
+229,161
50
$49.2M 0.47%
141,014
-62,229
1
2
3 4 5