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
126
$25.9M 0.27%
814,225
-2,525
127
$25.9M 0.27%
143,532
-550
128
$25.7M 0.27%
546,984
-11,995
129
$25.6M 0.27%
589,200
-3,800
130
$25.6M 0.27%
1,239,863
-12,650
131
$25.6M 0.27%
603,347
-5,015
132
$25.6M 0.27%
240,459
-1,275
133
$25.6M 0.27%
568,470
+29,725
134
$25.6M 0.27%
1,066,480
-19,175
135
$25.4M 0.27%
537,148
-36,053
136
$25.2M 0.27%
200,207
-11,990
137
$25.1M 0.26%
722,329
-38,899
138
$25M 0.26%
278,211
-61,905
139
$24.9M 0.26%
527,906
-58,175
140
$24M 0.25%
719,722
-5,928
141
$23.8M 0.25%
729,811
-6,220
142
$23.5M 0.25%
721,420
-56,941
143
$23.4M 0.25%
516,350
-4,600
144
$23.3M 0.25%
240,313
-300
145
$23.3M 0.25%
342,125
+800
146
$23.2M 0.24%
263,234
+52,550
147
$22.5M 0.24%
520,565
+60,015
148
$21.7M 0.23%
595,280
-5,278
149
$19M 0.2%
313,458
+1,351
150
$18.3M 0.19%
523,770
-2,345
4 5
6
7 8