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
26
$72.7M 0.9%
1,720,627
+275,130
27
$72.7M 0.9%
2,027,236
+31,830
28
$66.9M 0.83%
1,099,912
-154,682
29
$66.7M 0.82%
+3,330,071
30
$59.9M 0.74%
819,809
-52,132
31
$57.3M 0.71%
1,652,451
-1,025,183
32
$56.7M 0.7%
1,230,124
+280,427
33
$55.4M 0.68%
3,356,422
-364,221
34
$54.5M 0.67%
2,062,767
-286,261
35
$53.3M 0.66%
445,128
-37,174
36
$52.5M 0.65%
924,015
-565,969
37
$47.5M 0.59%
1,779,167
-219,119
38
$47.1M 0.58%
2,002,646
-197,410
39
$44.9M 0.55%
236,454
-11,159
40
$43.6M 0.54%
950,288
+243,527
41
$42.3M 0.52%
1,073,892
+159,462
42
$41.6M 0.51%
670,777
-45,511
43
$41.2M 0.51%
+946,773
44
$40.8M 0.5%
1,653,984
+65,393
45
$40.6M 0.5%
125,978
+125,232
46
$40.5M 0.5%
711,614
-48,310
47
$40.1M 0.5%
389,106
-55,556
48
$40M 0.49%
492,502
-100,471
49
$39.9M 0.49%
1,601,856
-285,678
50
$39.8M 0.49%
848,991
+842,833
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