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
126
$24.7M 0.3%
+13,439
127
$24.5M 0.29%
+162,042
128
$24.4M 0.29%
+305,688
129
$24.4M 0.29%
+1,052,376
130
$24.4M 0.29%
+719,909
131
$24.3M 0.29%
+656,178
132
$24.3M 0.29%
+464,414
133
$24.2M 0.29%
+1,539,947
134
$23.8M 0.29%
+782,786
135
$23.8M 0.29%
+546,918
136
$23.7M 0.28%
+2,571,989
137
$23.4M 0.28%
+1,548,540
138
$23.2M 0.28%
+337,763
139
$22.9M 0.28%
+702,240
140
$22.8M 0.27%
+365,501
141
$22.8M 0.27%
+468,650
142
$22.8M 0.27%
+252,122
143
$22.7M 0.27%
+1,032,573
144
$22.6M 0.27%
+603,891
145
$22.6M 0.27%
+263,996
146
$22.6M 0.27%
+1,972,840
147
$22.5M 0.27%
+644,640
148
$22.4M 0.27%
+1,121,923
149
$22.3M 0.27%
+646,975
150
$22.1M 0.27%
+591,343
4 5
6
7 8