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
526
$237K ﹤0.01%
6,378
+746
527
$237K ﹤0.01%
6,665
-358,868
528
$235K ﹤0.01%
14,134
+1,090
529
$235K ﹤0.01%
32,158
+7,889
530
$232K ﹤0.01%
10,836
-523
531
$229K ﹤0.01%
9,292
-236
532
$227K ﹤0.01%
2,059
+56
533
$226K ﹤0.01%
2,058
-82
534
$222K ﹤0.01%
25,919
+2,080
535
$217K ﹤0.01%
3,037
536
$216K ﹤0.01%
+6,330
537
$213K ﹤0.01%
2,313
-96
538
$210K ﹤0.01%
6,525
-148
539
$210K ﹤0.01%
14,683
+1,874
540
$209K ﹤0.01%
28,243
-13,508
541
$208K ﹤0.01%
16,884
+3,157
542
$206K ﹤0.01%
48,100
543
$205K ﹤0.01%
7,696
-2,266
544
$205K ﹤0.01%
9,407
+3,932
545
$198K ﹤0.01%
23,266
-414
546
$195K ﹤0.01%
12,307
-1,312
547
$194K ﹤0.01%
+27,198
548
$192K ﹤0.01%
11,474
-966
549
$190K ﹤0.01%
12,956
-372
550
$188K ﹤0.01%
555
+55
20 21
22
23 24