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
576
$176K ﹤0.01%
+26,100
577
$172K ﹤0.01%
22,550
-700
578
$168K ﹤0.01%
593
-227
579
$168K ﹤0.01%
+12,075
580
$155K ﹤0.01%
28,100
+3,625
581
$151K ﹤0.01%
17,175
+2,350
582
$151K ﹤0.01%
12,350
+725
583
$149K ﹤0.01%
+10,975
584
$137K ﹤0.01%
54,775
+32,300
585
$119K ﹤0.01%
3,088
+773
586
$62K ﹤0.01%
13,524
-99,576
587
– –
-2,991,740
588
– –
-16,750
589
– –
-19,000
590
– –
-83,727
591
– –
-481,825
592
– –
-4,375
593
– –
-319,800
594
– –
-410,525
595
– –
-123,800
596
– –
-48,093
597
– –
-318,160
598
– –
-959,025
599
– –
-108,044
600
– –
-295,897
22 23
24
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