WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
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
1
$150M 1.8%
+4,106,656
2
$145M 1.75%
+3,079,565
3
$123M 1.47%
+2,547,573
4
$121M 1.45%
+1,938,607
5
$110M 1.32%
+3,446,064
6
$102M 1.22%
+6,526,981
7
$100M 1.21%
+5,440,437
8
$96.7M 1.16%
+1,743,303
9
$92M 1.11%
+3,807,264
10
$88.8M 1.07%
+1,725,010
11
$84.3M 1.01%
+5,942,404
12
$84M 1.01%
+5,760,738
13
$83.5M 1%
+532,751
14
$82.9M 1%
+1,813,439
15
$79.5M 0.96%
+3,076,814
16
$78.9M 0.95%
+1,748,123
17
$78.7M 0.95%
+2,009,947
18
$76.3M 0.92%
+921,571
19
$75.1M 0.9%
+2,171,261
20
$72.6M 0.87%
+1,380,738
21
$67.4M 0.81%
+1,563,347
22
$65.9M 0.79%
+3,781,739
23
$63.9M 0.77%
+1,065,795
24
$61.7M 0.74%
+1,092,296
25
$59.6M 0.72%
+741,890
1
2 3 4 5