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
76
$37.1M 0.45%
+432,231
77
$36.9M 0.44%
+733,726
78
$36.8M 0.44%
+765,007
79
$36.7M 0.44%
+1,732,746
80
$36.7M 0.44%
+320,337
81
$36.4M 0.44%
+506,095
82
$35.8M 0.43%
+807,416
83
$35.6M 0.43%
+815,325
84
$35.4M 0.43%
+533,433
85
$35.4M 0.43%
+358,908
86
$34.9M 0.42%
+867,019
87
$34.9M 0.42%
+759,430
88
$34.9M 0.42%
+625,454
89
$34.8M 0.42%
+777,769
90
$34.7M 0.42%
+477,518
91
$34.7M 0.42%
+839,655
92
$34.7M 0.42%
+455,641
93
$34.5M 0.42%
+2,350,283
94
$34.5M 0.41%
+1,297,574
95
$34.4M 0.41%
+1,025,244
96
$33.8M 0.41%
+1,256,007
97
$33.8M 0.41%
+402,849
98
$33.4M 0.4%
+1,027,125
99
$33.3M 0.4%
+1,435,168
100
$33.1M 0.4%
+346,523
2 3
4
5 6