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
76
$39.1M 0.38%
1,712,915
-2,342,678
77
$38.9M 0.37%
1,272,623
-80,660
78
$38.6M 0.37%
404,678
-13,751
79
$38.3M 0.37%
552,416
-52,483
80
$36.2M 0.35%
677,306
-272,444
81
$36.1M 0.35%
320,892
-3,739
82
$35.7M 0.34%
556,252
+275,982
83
$35.3M 0.34%
182,411
-52,064
84
$34.9M 0.33%
528,668
+508,124
85
$34.7M 0.33%
433,047
-136,342
86
$34.7M 0.33%
1,031,504
+1,024,334
87
$34.5M 0.33%
847,719
-79,711
88
$34.3M 0.33%
267,498
-56,246
89
$34.1M 0.33%
481,913
+36,314
90
$33.9M 0.33%
390,324
-160,471
91
$33.9M 0.32%
1,760,266
-532,485
92
$33.8M 0.32%
529,459
-19,437
93
$33.8M 0.32%
651,112
-202,037
94
$33.7M 0.32%
272,108
-91,561
95
$33.7M 0.32%
460,733
-95,184
96
$33.7M 0.32%
494,768
-31,442
97
$33.4M 0.32%
727,398
+96,439
98
$33.3M 0.32%
121,720
-17,611
99
$33.3M 0.32%
302,612
-22,451
100
$32.9M 0.32%
1,771,327
-243,634
2 3
4
5 6