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
276
$3.25M 0.03%
+129,181
277
$3.15M 0.03%
211,880
+163,280
278
$2.31M 0.02%
115,570
+46,820
279
$1.97M 0.02%
96,925
+5,325
280
$1.73M 0.02%
525,600
+10,710
281
$1.57M 0.02%
149,941
+19,600
282
$1.52M 0.02%
53,175
+13,075
283
$1.52M 0.02%
70,161
-8,300
284
$1.52M 0.02%
95,275
-7,275
285
$1.5M 0.02%
86,500
+14,600
286
$1.45M 0.02%
120,800
-5,100
287
$1.4M 0.01%
+52,600
288
$1.36M 0.01%
42,275
-11,725
289
$1.34M 0.01%
218,068
-13,850
290
$1.31M 0.01%
30,050
+7,400
291
$1.31M 0.01%
+49,825
292
$1.3M 0.01%
22,254
+4,250
293
$1.28M 0.01%
17,975
294
$1.28M 0.01%
26,625
+5,450
295
$1.27M 0.01%
100,612
-16,500
296
$1.25M 0.01%
22,111
-2,900
297
$1.25M 0.01%
84,800
+5,900
298
$1.25M 0.01%
6,850
-300
299
$1.25M 0.01%
+55,900
300
$1.22M 0.01%
53,946
-6,400
10 11
12
13 14