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
326
$833K 0.01%
+53,550
327
$814K 0.01%
+47,100
328
$813K 0.01%
+17,300
329
$809K 0.01%
+59,600
330
$801K 0.01%
+127,780
331
$779K 0.01%
+33,900
332
$766K 0.01%
+88,150
333
$764K 0.01%
+26,800
334
$763K 0.01%
+34,100
335
$743K 0.01%
+23,500
336
$743K 0.01%
+50,900
337
$716K 0.01%
+85,800
338
$711K 0.01%
+33,121
339
$666K 0.01%
+61,900
340
$658K 0.01%
+27,263
341
$614K 0.01%
+27,975
342
$611K 0.01%
+40,800
343
$601K 0.01%
+55,800
344
$586K 0.01%
+51,350
345
$579K 0.01%
+41,800
346
$562K 0.01%
+51,700
347
$548K 0.01%
+42,000
348
$543K 0.01%
+14,300
349
$540K 0.01%
+25,300
350
$538K 0.01%
+22,500
12 13
14
15 16