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
401
$362K ﹤0.01%
+5,400
402
$359K ﹤0.01%
+58,075
403
$337K ﹤0.01%
+6,750
404
$334K ﹤0.01%
+10,750
405
$332K ﹤0.01%
+21,325
406
$317K ﹤0.01%
+2,475
407
$312K ﹤0.01%
+6,450
408
$312K ﹤0.01%
+3,450
409
$307K ﹤0.01%
+6,700
410
$305K ﹤0.01%
+18,550
411
$304K ﹤0.01%
+3,500
412
$303K ﹤0.01%
+18,025
413
$301K ﹤0.01%
+23,512
414
$297K ﹤0.01%
+17,200
415
$293K ﹤0.01%
+25,000
416
$288K ﹤0.01%
+7,975
417
$287K ﹤0.01%
+6,600
418
$280K ﹤0.01%
+3,600
419
$279K ﹤0.01%
+20,800
420
$278K ﹤0.01%
+44,000
421
$277K ﹤0.01%
+15,150
422
$277K ﹤0.01%
+9,318
423
$277K ﹤0.01%
+5,100
424
$273K ﹤0.01%
+13,800
425
$271K ﹤0.01%
+34,475
15 16
17
18 19