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
176
$16.2M 0.16%
236,652
-50,561
177
$16.1M 0.15%
+439,613
178
$16.1M 0.15%
329,305
-10,257
179
$16.1M 0.15%
1,195,812
-84,091
180
$16.1M 0.15%
241,711
+120,200
181
$16M 0.15%
247,361
-8,774
182
$16M 0.15%
267,414
+12,999
183
$15.9M 0.15%
451,388
+8,921
184
$15.9M 0.15%
86,639
-9,283
185
$15.9M 0.15%
1,925,138
+393,789
186
$15.9M 0.15%
45,432
-6,291
187
$15.8M 0.15%
186,423
-990,847
188
$15.8M 0.15%
92,176
-4,730
189
$15.8M 0.15%
265,798
-14,013
190
$15.7M 0.15%
202,507
-70,594
191
$15.6M 0.15%
437,705
-28,852
192
$15.4M 0.15%
954,925
-199
193
$15.3M 0.15%
879,838
+120,707
194
$15.2M 0.15%
234,836
-12,668
195
$15.2M 0.15%
525,095
-36,477
196
$15.2M 0.15%
401,129
-21,114
197
$15M 0.14%
345,401
-19,647
198
$15M 0.14%
1,379,601
-285,171
199
$15M 0.14%
200,657
+26,938
200
$15M 0.14%
+923,629
6 7
8
9 10