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
376
$479K 0.01%
+38,950
377
$477K 0.01%
+36,100
378
$475K 0.01%
+71,062
379
$474K 0.01%
+20,975
380
$470K 0.01%
+33,000
381
$467K 0.01%
+30,850
382
$466K 0.01%
+28,685
383
$464K 0.01%
+55,800
384
$460K 0.01%
+19,086
385
$459K 0.01%
+15,324
386
$454K 0.01%
+24,675
387
$454K 0.01%
+19,750
388
$453K 0.01%
+11,300
389
$452K 0.01%
+41,100
390
$444K 0.01%
+17,600
391
$441K 0.01%
+3,910
392
$437K 0.01%
+97,329
393
$435K 0.01%
+28,146
394
$435K 0.01%
+19,800
395
$431K 0.01%
+20,729
396
$425K 0.01%
+29,175
397
$415K 0.01%
+10,709
398
$400K ﹤0.01%
+8,375
399
$382K ﹤0.01%
+13,975
400
$376K ﹤0.01%
+9,250
14 15
16
17 18