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
26
$58M 0.7%
+1,114,176
27
$57.7M 0.69%
+1,133,136
28
$56.8M 0.68%
+508,490
29
$56M 0.67%
+2,904,973
30
$55.1M 0.66%
+744,625
31
$54.3M 0.65%
+2,411,040
32
$54.1M 0.65%
+1,501,065
33
$54.1M 0.65%
+1,946,999
34
$53.9M 0.65%
+851,198
35
$53.5M 0.64%
+1,054,515
36
$51.5M 0.62%
+2,404,240
37
$50.5M 0.61%
+697,030
38
$50M 0.6%
+1,477,372
39
$49.5M 0.6%
+456,370
40
$48.8M 0.59%
+1,041,177
41
$48.4M 0.58%
+529,859
42
$48.1M 0.58%
+3,974,161
43
$45.2M 0.54%
+924,205
44
$44.8M 0.54%
+481,188
45
$44.6M 0.54%
+396,232
46
$43.9M 0.53%
+2,676,363
47
$43.5M 0.52%
+2,085,080
48
$43.3M 0.52%
+422,270
49
$42.8M 0.52%
+552,890
50
$42.8M 0.51%
+872,836
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