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
101
$29.7M 0.37%
398,718
+3,434
102
$29.4M 0.36%
1,307,999
+318,160
103
$29.3M 0.36%
470,122
-202,020
104
$28.2M 0.35%
1,064,936
-152,533
105
$27.6M 0.34%
237,902
-7,234
106
$27.4M 0.34%
616,487
+12,461
107
$27.3M 0.34%
368,951
-60,032
108
$27.3M 0.34%
379,278
-100,112
109
$26.3M 0.32%
640,450
-57,532
110
$26M 0.32%
587,573
+27,010
111
$25.4M 0.31%
259,936
-29,896
112
$25.4M 0.31%
369,222
+360,342
113
$25.2M 0.31%
859,381
-8,629
114
$25.2M 0.31%
309,435
-1,625
115
$24.9M 0.31%
627,519
-18,514
116
$24.8M 0.31%
1,059,092
+94,798
117
$24.7M 0.3%
789,751
-124,963
118
$24.2M 0.3%
+474,230
119
$24.1M 0.3%
144,112
+10,732
120
$24M 0.3%
468,621
-595
121
$24M 0.3%
407,570
-14,414
122
$24M 0.3%
475,528
+27,572
123
$23.9M 0.29%
494,462
-75,821
124
$23.9M 0.29%
804,480
-164,599
125
$23.9M 0.29%
458,150
+9,576
3 4
5
6 7