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
26
$82.1M 0.87%
3,903,884
-367,698
27
$81.6M 0.86%
1,208,879
+16,477
28
$81.5M 0.86%
9,715,478
-2,184,042
29
$80.2M 0.85%
9,092,830
-54,716
30
$78.5M 0.83%
4,507,357
-193,895
31
$76.3M 0.8%
6,165,808
-37,690
32
$74.7M 0.79%
1,499,807
+33,667
33
$72.1M 0.76%
4,839,974
-24,452
34
$72M 0.76%
2,542,878
+13,068
35
$70.3M 0.74%
3,006,406
-741,356
36
$67M 0.71%
2,539,414
-21,329
37
$61.2M 0.65%
4,332,335
-5,940
38
$59.7M 0.63%
2,397,267
-16,355
39
$59.6M 0.63%
1,354,066
-47,431
40
$55.2M 0.58%
945,197
-62,884
41
$51.2M 0.54%
434,816
+3,377
42
$49.3M 0.52%
1,870,788
-748,801
43
$47.7M 0.5%
627,492
-13,453
44
$44.6M 0.47%
1,364,575
+258,850
45
$44.2M 0.47%
322,065
-2,870
46
$44.2M 0.47%
1,471,357
-40,159
47
$44M 0.46%
332,960
+65,375
48
$43.7M 0.46%
991,895
+203,125
49
$43.3M 0.46%
228,425
+69,775
50
$43.3M 0.46%
664,600
+232,450
1
2
3 4 5