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
251
$7.58M 0.09%
+184,310
252
$7.48M 0.09%
+360,350
253
$7.47M 0.09%
+217,800
254
$7.46M 0.09%
+533,648
255
$7.4M 0.09%
+132,434
256
$7.32M 0.09%
+163,335
257
$7.17M 0.09%
+441,196
258
$7M 0.08%
+327,560
259
$6.93M 0.08%
+242,845
260
$6.33M 0.08%
+141,655
261
$6.28M 0.08%
+339,348
262
$6.16M 0.07%
+410,380
263
$6.12M 0.07%
+149,630
264
$5.74M 0.07%
+351,222
265
$5.65M 0.07%
+323,385
266
$5.41M 0.07%
+113,687
267
$5.04M 0.06%
+272,907
268
$4.3M 0.05%
+95,100
269
$4.28M 0.05%
+289,496
270
$4.28M 0.05%
+83,037
271
$4.16M 0.05%
+178,630
272
$4.01M 0.05%
+163,720
273
$3.89M 0.05%
+112,869
274
$3.74M 0.05%
+120,700
275
$3.7M 0.04%
+84,495
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