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
126
$23.7M 0.29%
1,772,533
+67,403
127
$23.7M 0.29%
226,627
+6,704
128
$23.2M 0.29%
+780,219
129
$22.8M 0.28%
455,419
-66,512
130
$22.7M 0.28%
785,175
-134,584
131
$21.4M 0.26%
275,708
-48,245
132
$21M 0.26%
312,941
-48,005
133
$20.2M 0.25%
299,772
-112,670
134
$19.8M 0.24%
255,032
-41,433
135
$18.5M 0.23%
308,566
-49,418
136
$18.5M 0.23%
761,842
+50,559
137
$18.3M 0.23%
1,112,028
-190,791
138
$17.9M 0.22%
189,924
-32,155
139
$17.4M 0.21%
85,105
-9,144
140
$17.4M 0.21%
297,785
+35,681
141
$17.2M 0.21%
158,032
+10,814
142
$17.2M 0.21%
402,874
-60,683
143
$17M 0.21%
462,705
+54,017
144
$16.7M 0.21%
268,444
+24,096
145
$16.7M 0.21%
320,333
+34,558
146
$16.7M 0.21%
16,093
-457
147
$16.4M 0.2%
639,847
+250,688
148
$16.1M 0.2%
236,844
+15,142
149
$16.1M 0.2%
+576,997
150
$16M 0.2%
311,645
-125,011
4 5
6
7 8