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
201
$14.9M 0.14%
404,870
-16,485
202
$14.9M 0.14%
420,788
-6,641
203
$14.8M 0.14%
393,300
+4,604
204
$14.7M 0.14%
230,878
+2,843
205
$14.7M 0.14%
1,482,387
+61,980
206
$14.6M 0.14%
311,900
-4,070
207
$14.6M 0.14%
253,508
-4,587
208
$14.6M 0.14%
150,425
-19,838
209
$14.5M 0.14%
127,520
+5,270
210
$14.3M 0.14%
3,311,976
+597,023
211
$14.3M 0.14%
292,229
-16,098
212
$14.3M 0.14%
364,660
-18,191
213
$14.1M 0.14%
66,045
+13,651
214
$14M 0.13%
413,066
+274,658
215
$14M 0.13%
915,132
-59,233
216
$13.9M 0.13%
361,933
-118,798
217
$12.9M 0.12%
392,486
+21,609
218
$12.7M 0.12%
1,888,130
-134,361
219
$12.6M 0.12%
820,849
+794,115
220
$12.3M 0.12%
460,785
-34,522
221
$12.3M 0.12%
693,833
-47,065
222
$11.8M 0.11%
75,977
-6,775
223
$11.7M 0.11%
245,377
+671
224
$11.7M 0.11%
344,574
-18,817
225
$11.7M 0.11%
206,473
+11,016
7 8
9
10 11