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
551
$247K ﹤0.01%
22,922
-141
552
$241K ﹤0.01%
3,512
+92
553
$241K ﹤0.01%
9,495
-1,015
554
$240K ﹤0.01%
11,219
+1,223
555
$239K ﹤0.01%
13,508
-1,288
556
$238K ﹤0.01%
8,832
+474
557
$236K ﹤0.01%
27,349
+5,817
558
$235K ﹤0.01%
14,481
-19
559
$228K ﹤0.01%
4,234
-516
560
$227K ﹤0.01%
693
-221,841
561
$226K ﹤0.01%
4,994
-237
562
$224K ﹤0.01%
8,006
-1,378
563
$224K ﹤0.01%
12,380
+645
564
$222K ﹤0.01%
2,033
+152
565
$218K ﹤0.01%
6,137
-911
566
$213K ﹤0.01%
2,390
567
$212K ﹤0.01%
2,552
-610
568
$212K ﹤0.01%
12,250
-67,605
569
$210K ﹤0.01%
+10,124
570
$209K ﹤0.01%
5,050
+53
571
$208K ﹤0.01%
5,179
+484
572
$205K ﹤0.01%
297
573
$200K ﹤0.01%
5,851
+136
574
$200K ﹤0.01%
24,128
+2,338
575
$182K ﹤0.01%
15,195
+1,722
21 22
23
24 25