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
351
$536K 0.01%
+48,077
352
$526K 0.01%
+33,950
353
$523K 0.01%
+60,300
354
$521K 0.01%
+25,200
355
$521K 0.01%
+35,400
356
$520K 0.01%
+44,409
357
$517K 0.01%
+15,050
358
$511K 0.01%
+37,400
359
$505K 0.01%
+83,500
360
$501K 0.01%
+53,466
361
$501K 0.01%
+21,049
362
$500K 0.01%
+21,300
363
$500K 0.01%
+35,300
364
$496K 0.01%
+5,800
365
$496K 0.01%
+44,000
366
$493K 0.01%
+64,000
367
$490K 0.01%
+18,800
368
$489K 0.01%
+22,200
369
$486K 0.01%
+39,500
370
$484K 0.01%
+68,000
371
$483K 0.01%
+31,900
372
$483K 0.01%
+60,183
373
$482K 0.01%
+59,900
374
$480K 0.01%
+93,100
375
$480K 0.01%
+25,200
13 14
15
16 17