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
176
$17.2M 0.21%
+415,505
177
$17.1M 0.21%
+717,947
178
$17M 0.2%
+371,637
179
$17M 0.2%
+436,585
180
$16.9M 0.2%
+336,513
181
$16.8M 0.2%
+243,515
182
$16.7M 0.2%
+680,419
183
$16.7M 0.2%
+321,957
184
$16.6M 0.2%
+385,985
185
$16.4M 0.2%
+1,672,448
186
$15.8M 0.19%
+1,716,735
187
$15.1M 0.18%
+1,311,984
188
$14.9M 0.18%
+2,259,118
189
$14.8M 0.18%
+1,601,997
190
$14.7M 0.18%
+727,613
191
$14.6M 0.18%
+462,982
192
$14.5M 0.17%
+788,813
193
$14.2M 0.17%
+1,179,229
194
$13.8M 0.17%
+123,555
195
$13.6M 0.16%
+1,174,840
196
$13.6M 0.16%
+1,057,500
197
$13.6M 0.16%
+843,725
198
$13.5M 0.16%
+236,061
199
$13.4M 0.16%
+971,574
200
$13.4M 0.16%
+755,570
6 7
8
9 10