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
76
$34M 0.42%
1,024,999
+159,009
77
$33.6M 0.41%
172,497
+2,248
78
$33.5M 0.41%
584,923
+106,756
79
$33.2M 0.41%
802,199
-76,335
80
$33.2M 0.41%
455,144
-63,442
81
$33.1M 0.41%
+849,692
82
$33M 0.41%
999,058
-79,814
83
$32.6M 0.4%
138,198
+17,862
84
$32.5M 0.4%
484,044
+66,526
85
$32.4M 0.4%
612,291
+151,739
86
$32.4M 0.4%
+1,942,745
87
$32.2M 0.4%
784,183
-63,755
88
$32.2M 0.4%
295,418
+25,075
89
$31.7M 0.39%
625,356
-104,233
90
$31.6M 0.39%
1,850,556
-51,217
91
$31.4M 0.39%
104,389
+3,516
92
$31.3M 0.39%
119,227
-7,846
93
$31.2M 0.39%
867,530
-61,244
94
$31M 0.38%
495,444
+20,887
95
$30.9M 0.38%
+1,340,314
96
$30.5M 0.38%
476,377
+86,698
97
$30.3M 0.37%
234,763
-15,165
98
$30.2M 0.37%
273,751
+17,003
99
$30.2M 0.37%
587,445
+73,661
100
$29.7M 0.37%
222,339
+35,227
2 3
4
5 6