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
101
$32.8M 0.32%
879,047
-207,454
102
$32.8M 0.31%
538,446
+68,494
103
$32.8M 0.31%
607,084
-41,020
104
$32.7M 0.31%
149,039
-54,981
105
$32.7M 0.31%
+521,366
106
$32.6M 0.31%
129,381
-2,002
107
$32.5M 0.31%
683,526
+51,809
108
$32.5M 0.31%
190,760
-68,284
109
$32.3M 0.31%
+374,287
110
$32.2M 0.31%
228,754
-57,652
111
$32.1M 0.31%
838,601
-77,927
112
$31.9M 0.31%
641,989
+98,649
113
$31.9M 0.31%
443,291
-20,947
114
$31.8M 0.31%
618,057
+54,289
115
$31.8M 0.31%
307,273
+24,915
116
$31.8M 0.31%
435,319
+3,593
117
$31.4M 0.3%
936,493
+17,252
118
$31.3M 0.3%
771,789
+90,886
119
$31.2M 0.3%
211,134
+8,637
120
$31M 0.3%
459,166
+12,053
121
$30.8M 0.3%
628,534
-18,824
122
$30.1M 0.29%
364,713
-9,906
123
$29.6M 0.28%
853,509
+137,108
124
$29.4M 0.28%
487,434
-40,043
125
$29.2M 0.28%
421,986
-29,404
3 4
5
6 7