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
301
$1.02M 0.01%
+37,650
302
$1.02M 0.01%
+59,500
303
$1.01M 0.01%
+68,520
304
$1M 0.01%
+31,038
305
$982K 0.01%
+69,150
306
$975K 0.01%
+77,150
307
$974K 0.01%
+76,575
308
$973K 0.01%
+39,541
309
$969K 0.01%
+35,321
310
$969K 0.01%
+53,105
311
$964K 0.01%
+50,316
312
$953K 0.01%
+48,500
313
$941K 0.01%
+41,025
314
$933K 0.01%
+59,200
315
$928K 0.01%
+76,925
316
$925K 0.01%
+39,225
317
$909K 0.01%
+21,050
318
$884K 0.01%
+52,000
319
$882K 0.01%
+61,625
320
$879K 0.01%
+39,675
321
$856K 0.01%
+50,400
322
$850K 0.01%
+61,000
323
$849K 0.01%
+30,726
324
$844K 0.01%
+22,900
325
$837K 0.01%
+52,732
11 12
13
14 15