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
51
$39.3M 0.48%
242,288
-50,573
52
$39.2M 0.48%
533,811
-142,089
53
$39M 0.48%
383,950
-137,688
54
$38.9M 0.48%
379,733
-129,097
55
$38.9M 0.48%
1,919,712
-451,884
56
$38.7M 0.48%
+1,279,845
57
$38.5M 0.48%
591,264
-166,659
58
$37.9M 0.47%
960,268
-56,328
59
$37.8M 0.47%
1,020,762
+37,404
60
$37.8M 0.47%
308,545
-75,367
61
$37.2M 0.46%
260,417
-61,928
62
$36.8M 0.45%
+140,714
63
$36.8M 0.45%
+849,335
64
$36.7M 0.45%
+1,721,832
65
$36.5M 0.45%
337,513
+8,495
66
$36.4M 0.45%
316,038
-143,147
67
$35.4M 0.44%
217,418
+9,388
68
$34.7M 0.43%
201,821
+24,652
69
$34.5M 0.43%
36,384
-3,810
70
$34.5M 0.43%
+41,097
71
$34.4M 0.42%
202,486
+29,749
72
$34.3M 0.42%
519,174
+112,449
73
$34.2M 0.42%
540,683
+10,498
74
$34.2M 0.42%
373,753
+9,256
75
$34.1M 0.42%
1,484,220
-92,070
1 2
3
4 5