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
426
$563K 0.01%
+3,750
427
$563K 0.01%
21,625
+800
428
$559K 0.01%
34,100
-13,400
429
$558K 0.01%
8,875
+200
430
$556K 0.01%
49,100
-2,000
431
$554K 0.01%
46,800
-2,000
432
$552K 0.01%
10,050
-1,525
433
$550K 0.01%
64,800
-3,300
434
$546K 0.01%
+68,300
435
$540K 0.01%
149,200
436
$539K 0.01%
25,300
-10,100
437
$537K 0.01%
15,400
-700
438
$533K 0.01%
66,400
-3,000
439
$531K 0.01%
24,750
-3,400
440
$528K 0.01%
22,700
+2,300
441
$528K 0.01%
26,300
+14,225
442
$527K 0.01%
38,600
-10,000
443
$525K 0.01%
20,600
-900
444
$514K 0.01%
9,100
-400
445
$504K 0.01%
23,450
+3,150
446
$503K 0.01%
31,300
-17,200
447
$503K 0.01%
10,675
+200
448
$503K 0.01%
+70,800
449
$501K 0.01%
16,250
-500
450
$500K 0.01%
28,900
-150,125
16 17
18
19 20