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
$9.48B
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$40.6M
3
+$39.3M
4
COR icon
Cencora
COR
+$39.2M
5
TDG icon
TransDigm Group
TDG
+$39.1M

Top Sells

1
+$114M
2
+$38.1M
3
+$37M
4
LLL
L3 Technologies, Inc.
LLL
+$35.9M
5
LH icon
Labcorp
LH
+$35.3M

Sector Composition

1 Financials 21.26%
2 Consumer Discretionary 15.37%
3 Industrials 13.78%
4 Healthcare 10.87%
5 Technology 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.6M 0.11%
232,674
-1,825
227
$10.6M 0.11%
507,088
-5,215
228
$10.6M 0.11%
232,545
-410
229
$10.6M 0.11%
224,455
+310
230
$10.5M 0.11%
322,467
-3,670
231
$10.1M 0.11%
40,518
-426
232
$9.91M 0.1%
252,570
+25,175
233
$9.9M 0.1%
613,050
-2,090
234
$9.89M 0.1%
174,070
-1,365
235
$9.76M 0.1%
238,035
-1,885
236
$9.56M 0.1%
286,401
+13,434
237
$9.26M 0.1%
330,778
-5,731
238
$9.19M 0.1%
325,493
-30,213
239
$9.18M 0.1%
297,716
-2,445
240
$9.01M 0.1%
458,320
+100,820
241
$8.89M 0.09%
349,810
-3,855
242
$8.72M 0.09%
320,312
-10,369
243
$8.45M 0.09%
254,150
+45,891
244
$8.41M 0.09%
150,095
-19,775
245
$8.39M 0.09%
377,273
+50,710
246
$8.34M 0.09%
119,520
-4,110
247
$8.29M 0.09%
186,330
+22,590
248
$8.23M 0.09%
55,265
+725
249
$8.13M 0.09%
223,590
+2,150
250
$8.12M 0.09%
84,750
-1,800
8 9
10
11 12