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
451
$238K ﹤0.01%
+6,425
452
$236K ﹤0.01%
+16,800
453
$236K ﹤0.01%
+15,625
454
$236K ﹤0.01%
+12,600
455
$235K ﹤0.01%
+10,300
456
$233K ﹤0.01%
+10,500
457
$232K ﹤0.01%
+4,875
458
$227K ﹤0.01%
+3,975
459
$226K ﹤0.01%
+4,932
460
$225K ﹤0.01%
+35,000
461
$222K ﹤0.01%
+9,454
462
$222K ﹤0.01%
+9,710
463
$221K ﹤0.01%
+12,275
464
$217K ﹤0.01%
+3,700
465
$217K ﹤0.01%
+4,450
466
$214K ﹤0.01%
+5,450
467
$212K ﹤0.01%
+3,175
468
$210K ﹤0.01%
+15,475
469
$207K ﹤0.01%
+36,900
470
$207K ﹤0.01%
+9,100
471
$206K ﹤0.01%
+2,850
472
$205K ﹤0.01%
+11,575
473
$200K ﹤0.01%
+11,175
474
$197K ﹤0.01%
+12,725
475
$187K ﹤0.01%
+12,500
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