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
51
$42.8M 0.51%
+1,495,328
52
$42.8M 0.51%
+747,783
53
$42.5M 0.51%
+1,257,934
54
$42.4M 0.51%
+1,015,020
55
$42.3M 0.51%
+933,074
56
$42.2M 0.51%
+899,964
57
$42M 0.51%
+1,366,712
58
$42M 0.5%
+4,308,640
59
$41.8M 0.5%
+709,424
60
$41.6M 0.5%
+287,661
61
$41.4M 0.5%
+678,780
62
$41.3M 0.5%
+624,949
63
$41.1M 0.49%
+1,180,170
64
$40.8M 0.49%
+5,142,517
65
$40.8M 0.49%
+2,151,618
66
$40.8M 0.49%
+356,500
67
$40.3M 0.49%
+553,745
68
$39.2M 0.47%
+478,735
69
$38.8M 0.47%
+460,401
70
$38.8M 0.47%
+610,785
71
$38.4M 0.46%
+210,426
72
$38.2M 0.46%
+1,244,858
73
$37.8M 0.45%
+828,915
74
$37.5M 0.45%
+671,695
75
$37.4M 0.45%
+917,156
1 2
3
4 5