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
426
$269K ﹤0.01%
+14,400
427
$268K ﹤0.01%
+5,900
428
$266K ﹤0.01%
+15,300
429
$264K ﹤0.01%
+24,800
430
$263K ﹤0.01%
+6,150
431
$263K ﹤0.01%
+13,300
432
$260K ﹤0.01%
+19,150
433
$258K ﹤0.01%
+31,000
434
$258K ﹤0.01%
+21,700
435
$258K ﹤0.01%
+17,500
436
$256K ﹤0.01%
+21,825
437
$254K ﹤0.01%
+10,375
438
$253K ﹤0.01%
+29,100
439
$251K ﹤0.01%
+10,075
440
$250K ﹤0.01%
+32,922
441
$248K ﹤0.01%
+3,025
442
$248K ﹤0.01%
+18,500
443
$244K ﹤0.01%
+47,100
444
$243K ﹤0.01%
+14,200
445
$242K ﹤0.01%
+6,150
446
$241K ﹤0.01%
+4,925
447
$240K ﹤0.01%
+21,300
448
$239K ﹤0.01%
+12,225
449
$239K ﹤0.01%
+13,650
450
$238K ﹤0.01%
+5,800
16 17
18
19 20