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
151
$18.1M 0.17%
397,352
-173,230
152
$17.9M 0.17%
298,731
-104,325
153
$17.8M 0.17%
15,222
-538
154
$17.5M 0.17%
438,537
-22,034
155
$17.5M 0.17%
380,113
-12,028
156
$17.4M 0.17%
233,699
-18,504
157
$17.4M 0.17%
664,473
-38,993
158
$17.1M 0.16%
246,049
-53,570
159
$17M 0.16%
193,277
-772
160
$16.9M 0.16%
194,812
-14,378
161
$16.9M 0.16%
732,991
-216,046
162
$16.8M 0.16%
306,830
-42,178
163
$16.8M 0.16%
103,714
-6,408
164
$16.6M 0.16%
157,877
-49,270
165
$16.6M 0.16%
158,885
-7,820
166
$16.6M 0.16%
834,939
+327,857
167
$16.5M 0.16%
95,778
-19,086
168
$16.5M 0.16%
+520,100
169
$16.5M 0.16%
319,812
-29,910
170
$16.5M 0.16%
+288,335
171
$16.5M 0.16%
88,663
-20,028
172
$16.4M 0.16%
293,944
-20,837
173
$16.4M 0.16%
191,144
+12,321
174
$16.3M 0.16%
407,640
-17,148
175
$16.3M 0.16%
858,937
-44,104
5 6
7
8 9