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
151
$15.8M 0.19%
1,099,891
+247,363
152
$15.6M 0.19%
745,345
-113,105
153
$15.4M 0.19%
1,487,785
-511,766
154
$15.3M 0.19%
96,707
-11,208
155
$15.2M 0.19%
210,976
-24,177
156
$14.9M 0.18%
161,856
-1,955
157
$14.7M 0.18%
2,123,882
+630,977
158
$14.5M 0.18%
407,754
+434
159
$14.2M 0.17%
726,964
-468,491
160
$14.2M 0.17%
294,060
-42,017
161
$14.1M 0.17%
468,626
-77,925
162
$14M 0.17%
335,663
+13,289
163
$14M 0.17%
1,445,123
-253,250
164
$13.8M 0.17%
155,126
+6,536
165
$13.8M 0.17%
347,893
-67,480
166
$13.7M 0.17%
1,235,688
+50,896
167
$13.6M 0.17%
135,371
-484
168
$13.6M 0.17%
91,138
-11,146
169
$13.5M 0.17%
232,319
-120,160
170
$13.3M 0.16%
129,918
+15,172
171
$13.2M 0.16%
567,360
-12,892
172
$13.2M 0.16%
221,103
-7,168
173
$13.2M 0.16%
652,865
-114,310
174
$13.2M 0.16%
98,676
-19,212
175
$13.1M 0.16%
235,967
-44,380
5 6
7
8 9