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
501
$285K ﹤0.01%
+7,623
502
$281K ﹤0.01%
14,413
503
$281K ﹤0.01%
16,562
-1,083
504
$271K ﹤0.01%
676
505
$271K ﹤0.01%
6,397
+102
506
$270K ﹤0.01%
12,548
+1,475
507
$267K ﹤0.01%
4,304
+1,328
508
$266K ﹤0.01%
24,372
509
$266K ﹤0.01%
+14,721
510
$265K ﹤0.01%
8,387
-2,144
511
$264K ﹤0.01%
8,328
-1,827
512
$264K ﹤0.01%
7,187
-8,804
513
$264K ﹤0.01%
117,167
+15,071
514
$261K ﹤0.01%
29,062
515
$258K ﹤0.01%
10,708
-194
516
$255K ﹤0.01%
2,390
517
$254K ﹤0.01%
18,644
+3,203
518
$253K ﹤0.01%
9,090
-720
519
$253K ﹤0.01%
11,720
+331
520
$251K ﹤0.01%
10,512
+3,785
521
$251K ﹤0.01%
13,800
522
$250K ﹤0.01%
39,226
523
$250K ﹤0.01%
15,409
524
$241K ﹤0.01%
4,805
+1,930
525
$240K ﹤0.01%
1,273
+24
19 20
21
22 23