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
501
$349K ﹤0.01%
8,200
-48
502
$348K ﹤0.01%
11,437
-1,013
503
$347K ﹤0.01%
18,353
+2,049
504
$345K ﹤0.01%
48,100
-1,200
505
$345K ﹤0.01%
21,126
+1,431
506
$343K ﹤0.01%
24,500
-4,100
507
$343K ﹤0.01%
22,537
+4,549
508
$342K ﹤0.01%
8,050
-423
509
$337K ﹤0.01%
4,842
-158
510
$335K ﹤0.01%
+21,533
511
$335K ﹤0.01%
+31,900
512
$333K ﹤0.01%
13,800
513
$333K ﹤0.01%
1,760
-77
514
$322K ﹤0.01%
8,140
-1,657
515
$321K ﹤0.01%
5,175
516
$319K ﹤0.01%
+23,459
517
$319K ﹤0.01%
82,673
+21,134
518
$318K ﹤0.01%
27,942
-110
519
$314K ﹤0.01%
13,330
+1,186
520
$312K ﹤0.01%
2,543
-212
521
$307K ﹤0.01%
18,562
-2,258
522
$304K ﹤0.01%
10,400
523
$300K ﹤0.01%
11,348
-2,900
524
$299K ﹤0.01%
67,522
-27,079
525
$299K ﹤0.01%
4,645
+1,155
19 20
21
22 23