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
476
$405K ﹤0.01%
9,669
-1,048
477
$404K ﹤0.01%
18,470
-1,685
478
$401K ﹤0.01%
8,860
-900
479
$399K ﹤0.01%
5,409
-537
480
$399K ﹤0.01%
7,561
-298
481
$399K ﹤0.01%
16,416
-4,601
482
$396K ﹤0.01%
74,800
-3,500
483
$393K ﹤0.01%
18,325
484
$391K ﹤0.01%
14,900
-400
485
$391K ﹤0.01%
25,000
-1,500
486
$390K ﹤0.01%
5,269
-40
487
$389K ﹤0.01%
+29,775
488
$385K ﹤0.01%
+76,909
489
$381K ﹤0.01%
39,000
-4,800
490
$379K ﹤0.01%
+7,829
491
$376K ﹤0.01%
22,226
-2,579
492
$373K ﹤0.01%
63,800
493
$371K ﹤0.01%
18,200
494
$368K ﹤0.01%
26,405
-2,886
495
$364K ﹤0.01%
17,200
-700
496
$364K ﹤0.01%
40,218
497
$360K ﹤0.01%
9,000
498
$359K ﹤0.01%
15,882
-1,180,524
499
$356K ﹤0.01%
7,694
-986
500
$353K ﹤0.01%
13,200
-600
18 19
20
21 22