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
101
$33M 0.4%
+672,450
102
$32.3M 0.39%
+506,328
103
$31.9M 0.38%
+294,504
104
$31.7M 0.38%
+534,196
105
$29.2M 0.35%
+853,931
106
$28.9M 0.35%
+818,653
107
$28.3M 0.34%
+1,084,206
108
$28.2M 0.34%
+534,243
109
$27.7M 0.33%
+2,508,533
110
$27.6M 0.33%
+377,801
111
$27.5M 0.33%
+2,890,190
112
$27.2M 0.33%
+879,350
113
$27.2M 0.33%
+1,333,852
114
$27.1M 0.33%
+922,170
115
$26.8M 0.32%
+811,500
116
$26.5M 0.32%
+556,060
117
$26.5M 0.32%
+3,238,226
118
$26.4M 0.32%
+326,014
119
$26.3M 0.32%
+1,458,600
120
$26.1M 0.31%
+495,076
121
$25.9M 0.31%
+692,890
122
$25.7M 0.31%
+812,510
123
$25.5M 0.31%
+284,485
124
$25.3M 0.3%
+527,725
125
$24.8M 0.3%
+292,686
3 4
5
6 7