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
251
$8.12M 0.09%
120,619
-425
252
$8.09M 0.09%
159,480
+12,925
253
$8.06M 0.09%
219,822
+46,675
254
$8M 0.08%
138,136
+11,450
255
$7.98M 0.08%
66,320
+7,972
256
$7.97M 0.08%
195,400
+60,450
257
$7.9M 0.08%
221,256
+36,300
258
$7.86M 0.08%
270,049
+142,465
259
$7.86M 0.08%
90,415
+2,650
260
$7.83M 0.08%
79,214
+1,350
261
$7.79M 0.08%
143,375
+4,450
262
$7.77M 0.08%
250,035
-2,385
263
$7.59M 0.08%
461,141
-160,743
264
$6.38M 0.07%
598,405
+15,548
265
$6.2M 0.07%
81,231
-32,335
266
$6.07M 0.06%
106,225
-225
267
$6.06M 0.06%
+178,075
268
$5.8M 0.06%
56,954
-769
269
$5.1M 0.05%
+187,240
270
$5.09M 0.05%
229,178
+10,605
271
$4.83M 0.05%
236,400
-155,730
272
$4.27M 0.05%
76,014
-2,285
273
$4.12M 0.04%
657,012
+21,378
274
$3.93M 0.04%
134,098
-1,270
275
$3.65M 0.04%
+54,025
9 10
11
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