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
$8.31B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$145M
3
+$123M
4
CSL icon
Carlisle Companies
CSL
+$121M
5
BC icon
Brunswick
BC
+$110M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.22%
2 Industrials 17.77%
3 Consumer Discretionary 14.78%
4 Healthcare 9.41%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.4M 0.12%
+245,265
227
$10.2M 0.12%
+594,940
228
$9.84M 0.12%
+712,840
229
$9.75M 0.12%
+287,210
230
$9.29M 0.11%
+299,685
231
$9.22M 0.11%
+168,185
232
$8.65M 0.1%
+100,626
233
$8.57M 0.1%
+26,093
234
$8.51M 0.1%
+698,263
235
$8.48M 0.1%
+341,379
236
$8.47M 0.1%
+416,140
237
$8.38M 0.1%
+427,436
238
$8.28M 0.1%
+126,286
239
$8.16M 0.1%
+115,276
240
$8.09M 0.1%
+238,462
241
$7.86M 0.09%
+112,331
242
$7.86M 0.09%
+92,783
243
$7.79M 0.09%
+156,313
244
$7.78M 0.09%
+89,484
245
$7.77M 0.09%
+124,785
246
$7.7M 0.09%
+118,567
247
$7.69M 0.09%
+185,747
248
$7.68M 0.09%
+104,974
249
$7.66M 0.09%
+116,680
250
$7.65M 0.09%
+192,081
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