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
526
$297K ﹤0.01%
7,032
-1,084
527
$296K ﹤0.01%
5,668
+52
528
$295K ﹤0.01%
+8,400
529
$294K ﹤0.01%
14,866
+833
530
$292K ﹤0.01%
19,687
-7,668
531
$285K ﹤0.01%
11,129
-1,333
532
$282K ﹤0.01%
7,288
-1,477
533
$281K ﹤0.01%
31,942
+2,755
534
$281K ﹤0.01%
19,899
-2,951
535
$281K ﹤0.01%
8,299
+213
536
$279K ﹤0.01%
+14,571
537
$275K ﹤0.01%
7,129
-733
538
$275K ﹤0.01%
6,843
+1,521
539
$274K ﹤0.01%
3,458
+318
540
$273K ﹤0.01%
5,715
541
$266K ﹤0.01%
7,930
-1,128
542
$265K ﹤0.01%
10,781
-2,690
543
$264K ﹤0.01%
53,331
+9,959
544
$259K ﹤0.01%
5,714
-160
545
$259K ﹤0.01%
+5,345
546
$258K ﹤0.01%
19,000
547
$255K ﹤0.01%
8,486
-1,311
548
$254K ﹤0.01%
2,123
+43
549
$254K ﹤0.01%
16,141
-1,412
550
$253K ﹤0.01%
10,286
+525
20 21
22
23 24