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
276
$3.58M 0.04%
+265,878
277
$3.53M 0.04%
+111,144
278
$3.25M 0.04%
+182,336
279
$1.38M 0.02%
+114,425
280
$1.26M 0.02%
+92,300
281
$1.25M 0.02%
+91,250
282
$1.22M 0.01%
+61,050
283
$1.2M 0.01%
+69,900
284
$1.2M 0.01%
+37,075
285
$1.2M 0.01%
+70,568
286
$1.2M 0.01%
+149,150
287
$1.18M 0.01%
+34,225
288
$1.17M 0.01%
+43,225
289
$1.14M 0.01%
+89,363
290
$1.14M 0.01%
+83,800
291
$1.14M 0.01%
+27,809
292
$1.11M 0.01%
+20,200
293
$1.09M 0.01%
+66,011
294
$1.08M 0.01%
+50,900
295
$1.06M 0.01%
+30,938
296
$1.04M 0.01%
+37,604
297
$1.04M 0.01%
+50,500
298
$1.03M 0.01%
+135,800
299
$1.03M 0.01%
+155,188
300
$1.02M 0.01%
+92,412
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