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
551
$265K ﹤0.01%
19,600
-3,350
552
$260K ﹤0.01%
9,800
553
$260K ﹤0.01%
6,400
+500
554
$260K ﹤0.01%
30,100
555
$258K ﹤0.01%
9,950
-725
556
$249K ﹤0.01%
11,800
557
$249K ﹤0.01%
4,375
+725
558
$248K ﹤0.01%
46,975
+1,225
559
$246K ﹤0.01%
24,300
560
$244K ﹤0.01%
13,700
-825
561
$244K ﹤0.01%
18,200
-1,400
562
$241K ﹤0.01%
15,025
+2,525
563
$237K ﹤0.01%
32,775
+3,425
564
$235K ﹤0.01%
19,200
565
$224K ﹤0.01%
72,100
566
$221K ﹤0.01%
5,275
-1,625
567
$219K ﹤0.01%
6,000
+1,725
568
$206K ﹤0.01%
+4,675
569
$199K ﹤0.01%
36,200
570
$190K ﹤0.01%
19,300
+3,550
571
$185K ﹤0.01%
16,025
572
$185K ﹤0.01%
26,625
+9,500
573
$183K ﹤0.01%
16,844
+94
574
$182K ﹤0.01%
+16,550
575
$178K ﹤0.01%
88,350
+26,100
21 22
23
24 25