WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
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
1
$172M 2.12%
1,475,396
-290,702
2
$163M 2.01%
7,171,927
-726,083
3
$155M 1.91%
6,525,894
+2,439,695
4
$138M 1.7%
405,182
-74,318
5
$124M 1.53%
1,233,842
-122,261
6
$122M 1.5%
1,686,014
-183,037
7
$114M 1.4%
2,398,666
-297,131
8
$108M 1.33%
1,686,290
-376,975
9
$105M 1.3%
1,484,850
-159,137
10
$100M 1.24%
4,293,516
-1,016,815
11
$97.1M 1.2%
1,404,136
-263,550
12
$94.7M 1.17%
2,521,599
-342,834
13
$94.4M 1.17%
1,330,952
-128,625
14
$92M 1.13%
3,041,943
-341,010
15
$88.2M 1.09%
6,467,658
+63,654
16
$88.1M 1.09%
2,094,186
-240,141
17
$85.1M 1.05%
5,259,083
-641,623
18
$84.9M 1.05%
4,923,005
-491,628
19
$83.1M 1.03%
928,817
-118,032
20
$80.2M 0.99%
460,592
-57,870
21
$79M 0.98%
768,879
-79,801
22
$79M 0.97%
4,181,664
-3,158,077
23
$78.3M 0.97%
1,977,234
-190,575
24
$75.8M 0.94%
1,421,590
-180,491
25
$75.5M 0.93%
904,322
+57,141
1
2 3 4 5