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
326
$1.03M 0.01%
116,000
-53,300
327
$1M 0.01%
24,175
-1,625
328
$998K 0.01%
13,850
-625
329
$992K 0.01%
18,175
+4,675
330
$981K 0.01%
33,100
+5,775
331
$981K 0.01%
72,600
+21,000
332
$968K 0.01%
42,600
-6,200
333
$966K 0.01%
17,975
+4,075
334
$962K 0.01%
17,926
-800
335
$962K 0.01%
20,775
+2,450
336
$953K 0.01%
37,475
-34,580
337
$938K 0.01%
22,325
-1,400
338
$931K 0.01%
265,200
-22,900
339
$925K 0.01%
10,200
+2,225
340
$903K 0.01%
67,300
-8,500
341
$898K 0.01%
11,175
+900
342
$898K 0.01%
172,625
+22,750
343
$897K 0.01%
32,000
-6,600
344
$894K 0.01%
16,250
-500
345
$891K 0.01%
45,975
-3,375
346
$891K 0.01%
29,150
-2,125
347
$890K 0.01%
41,502
-5,320
348
$883K 0.01%
24,900
-8,400
349
$876K 0.01%
27,900
-3,900
350
$858K 0.01%
78,800
-28,000
12 13
14
15 16