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
51
$43.2M 0.46%
1,280,834
+29,820
52
$43.2M 0.46%
595,290
+198,250
53
$42.5M 0.45%
1,096,975
+112,050
54
$42.1M 0.44%
661,100
-498,322
55
$41.2M 0.43%
755,650
+165,150
56
$41.2M 0.43%
461,075
-5,725
57
$41.1M 0.43%
598,640
+154,400
58
$40.9M 0.43%
391,525
-13,200
59
$40.9M 0.43%
49,590,000
-21,538,000
60
$40.8M 0.43%
282,035
-7,450
61
$40.7M 0.43%
1,245,254
-3,487,312
62
$40.6M 0.43%
655,439
-23,920
63
$40.6M 0.43%
+731,875
64
$40.4M 0.43%
433,845
-73,850
65
$40.4M 0.43%
2,402,134
-69,595
66
$40.4M 0.43%
214,067
-28,212
67
$40.4M 0.43%
248,875
-6,075
68
$40.4M 0.43%
393,031
-27,925
69
$40.2M 0.42%
2,182,700
-177,250
70
$40.2M 0.42%
1,185,100
-11,700
71
$40.1M 0.42%
716,451
-126,774
72
$39.8M 0.42%
455,425
-10,875
73
$39.7M 0.42%
182,675
-34,461
74
$39.6M 0.42%
504,880
-5,245
75
$39.4M 0.42%
316,400
-57,300
1 2
3
4 5