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
201
$11.3M 0.14%
808,083
-59,226
202
$11.2M 0.14%
296,722
-58,162
203
$11.2M 0.14%
215,913
-19,969
204
$11.2M 0.14%
172,138
-28,417
205
$11.2M 0.14%
332,665
-56,825
206
$11.1M 0.14%
253,528
-39,984
207
$11.1M 0.14%
170,569
-26,612
208
$11.1M 0.14%
388,956
+17,433
209
$11.1M 0.14%
393,655
-5,815
210
$11.1M 0.14%
+148,335
211
$11M 0.14%
639,708
-112,528
212
$11M 0.14%
224,426
-36,254
213
$11M 0.14%
371,337
-36,753
214
$11M 0.14%
613,085
-99,674
215
$10.8M 0.13%
709,056
-114,456
216
$10.8M 0.13%
310,511
+22,050
217
$10.8M 0.13%
43,170
-2,136
218
$10.7M 0.13%
207,544
+8,288
219
$10.5M 0.13%
187,769
-29,671
220
$10.4M 0.13%
462,960
-73,677
221
$10.4M 0.13%
397,216
-68,530
222
$10.2M 0.13%
129,274
-107,711
223
$10.2M 0.13%
161,998
+37,061
224
$10M 0.12%
404,243
-64,294
225
$9.84M 0.12%
199,390
-59,401
7 8
9
10 11