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
151
$22M 0.26%
+363,854
152
$21.9M 0.26%
+185,299
153
$21.7M 0.26%
+485,120
154
$21.7M 0.26%
+28,352
155
$21.3M 0.26%
+270,492
156
$21.2M 0.26%
+442,641
157
$21M 0.25%
+663,520
158
$20.8M 0.25%
+404,168
159
$20.6M 0.25%
+501,710
160
$20.6M 0.25%
+976,761
161
$20.6M 0.25%
+338,245
162
$20.4M 0.25%
+1,472,622
163
$20.4M 0.25%
+1,054,600
164
$20.3M 0.24%
+840,890
165
$20.2M 0.24%
+1,469,061
166
$20.1M 0.24%
+298,292
167
$20.1M 0.24%
+910,795
168
$19.5M 0.23%
+516,165
169
$19M 0.23%
+512,225
170
$18.5M 0.22%
+449,955
171
$18.4M 0.22%
+1,007,246
172
$18.1M 0.22%
+1,537,488
173
$18M 0.22%
+743,375
174
$17.5M 0.21%
+351,132
175
$17.3M 0.21%
+272,871
5 6
7
8 9