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
101
$34.4M 0.36%
1,081,827
-19,610
102
$33.8M 0.36%
664,709
-384,213
103
$33.7M 0.36%
405,422
-23,744
104
$33.2M 0.35%
411,861
-550
105
$31.5M 0.33%
652,808
-6,975
106
$28.1M 0.3%
656,250
-10,025
107
$28M 0.29%
423,496
-5,125
108
$27.9M 0.29%
723,929
-10,479
109
$27.7M 0.29%
245,475
-27,800
110
$27.5M 0.29%
512,630
-8,150
111
$27.3M 0.29%
233,780
-35,475
112
$27.1M 0.29%
332,881
-4,050
113
$27M 0.28%
658,478
-60,395
114
$26.9M 0.28%
670,335
+477,237
115
$26.9M 0.28%
567,511
-5,705
116
$26.9M 0.28%
2,801,630
-26,825
117
$26.6M 0.28%
730,891
-6,595
118
$26.5M 0.28%
720,030
+68,575
119
$26.2M 0.28%
794,775
-20,275
120
$26.2M 0.28%
786,015
-7,225
121
$26.1M 0.28%
546,525
-9,900
122
$26.1M 0.28%
608,011
+5,049
123
$26M 0.27%
1,972,863
-4,625
124
$26M 0.27%
502,550
-3,775
125
$26M 0.27%
360,135
-4,325
3 4
5
6 7