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
476
$168K ﹤0.01%
+12,600
477
$145K ﹤0.01%
+13,100
478
$145K ﹤0.01%
+10,100
479
$145K ﹤0.01%
+5,917
480
$144K ﹤0.01%
+14,600
481
$141K ﹤0.01%
+31,877
482
$134K ﹤0.01%
+14,050
483
$128K ﹤0.01%
+18,150
484
$105K ﹤0.01%
+21,125
485
$104K ﹤0.01%
+17,475
486
$101K ﹤0.01%
+23,800
487
$72K ﹤0.01%
+960
488
$71K ﹤0.01%
+13,525
489
$61K ﹤0.01%
+32,475
490
$56K ﹤0.01%
+10,700
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