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
551
$185K ﹤0.01%
17,306
-1,505
552
$177K ﹤0.01%
15,494
-209
553
$176K ﹤0.01%
46,065
+13,692
554
$106K ﹤0.01%
2,935
+327
555
– –
-2,756
556
– –
-590,535
557
– –
-201,750
558
– –
-6,055
559
– –
-14,012
560
– –
-35,560
561
– –
-7,924
562
– –
-4,676
563
– –
-52,610
564
– –
-480,984
565
– –
-35,911
566
– –
-15,621
567
– –
-18,905
568
– –
-5,637
569
– –
-3,899
570
– –
-503,768
571
– –
-6,848
572
– –
-58,500
573
– –
-440,719
574
– –
-28,699
575
– –
-11,550
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