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
51
$49.2M 0.47%
944,544
-439,596
52
$48.9M 0.47%
898,836
+69,496
53
$48.6M 0.47%
301,001
+108,053
54
$48.3M 0.46%
420,044
+188,723
55
$48.2M 0.46%
+528,696
56
$48.1M 0.46%
251,695
+75,192
57
$48M 0.46%
217,432
-101,657
58
$47.5M 0.46%
412,712
+219,287
59
$47.4M 0.46%
282,575
+211,936
60
$47M 0.45%
653,335
+227,447
61
$46.9M 0.45%
1,315,024
-66,997
62
$46.7M 0.45%
+297,987
63
$46.6M 0.45%
1,110,704
-381,916
64
$46.5M 0.45%
538,658
+526,979
65
$46.4M 0.45%
416,213
-195,104
66
$46.3M 0.44%
+319,948
67
$46.1M 0.44%
646,238
-281,760
68
$46M 0.44%
2,137,124
-614,092
69
$45.9M 0.44%
+435,503
70
$45.7M 0.44%
457,498
-178,225
71
$45.4M 0.44%
+1,339,720
72
$44.6M 0.43%
+7,696,200
73
$43.6M 0.42%
835,918
-665,708
74
$43.1M 0.41%
1,435,862
-222,959
75
$41.2M 0.4%
1,022,285
-82,294
1 2
3
4 5