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
126
$29.1M 0.28%
570,682
-26,138
127
$27.3M 0.26%
374,963
-10,964
128
$26.7M 0.26%
201,489
-13,521
129
$26.5M 0.25%
461,078
-35,176
130
$25.9M 0.25%
1,468,253
+685,948
131
$25.3M 0.24%
366,325
+103,461
132
$24.9M 0.24%
637,419
+187,245
133
$24.5M 0.24%
1,032,869
+195,504
134
$23.9M 0.23%
796,764
-71,552
135
$23.4M 0.22%
1,007,039
-50,534
136
$22.5M 0.22%
336,508
-28,387
137
$21.3M 0.2%
+588,866
138
$21.1M 0.2%
2,160,321
-164,642
139
$20.8M 0.2%
606,914
-15,811
140
$20.4M 0.2%
351,813
-39,607
141
$20.1M 0.19%
997,989
-66,081
142
$20M 0.19%
253,762
-17,970
143
$19.8M 0.19%
142,037
-60,686
144
$19.7M 0.19%
809,897
-53,612
145
$19M 0.18%
397,576
-27,594
146
$19M 0.18%
752,949
-50,468
147
$18.8M 0.18%
890,592
-56,797
148
$18.8M 0.18%
855,868
-72,520
149
$18.3M 0.18%
91,751
-9,569
150
$18.1M 0.17%
241,314
-80,001
4 5
6
7 8