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
151
$18.1M 0.19%
194,891
-3,050
152
$17.9M 0.19%
1,058,202
-13,403
153
$17.8M 0.19%
411,830
-81,825
154
$17.6M 0.19%
383,569
-2,840
155
$17.1M 0.18%
227,230
-4,600
156
$17.1M 0.18%
1,453,500
+239,750
157
$17.1M 0.18%
588,354
+191,110
158
$16.7M 0.18%
487,270
-113,700
159
$16.1M 0.17%
276,925
-32,900
160
$16.1M 0.17%
507,148
-104,825
161
$16M 0.17%
+873,025
162
$16M 0.17%
868,443
-8,649
163
$16M 0.17%
412,860
-28,025
164
$15.9M 0.17%
247,700
-34,900
165
$15.9M 0.17%
515,994
-4,366
166
$15.9M 0.17%
308,735
-3,282
167
$15.8M 0.17%
457,130
-2,206
168
$15.8M 0.17%
2,218,391
-29,670
169
$15.8M 0.17%
184,748
-1,090
170
$15.8M 0.17%
+378,755
171
$15.7M 0.17%
384,896
-101,092
172
$15.7M 0.17%
+342,656
173
$15.6M 0.16%
788,597
-48,334
174
$15.5M 0.16%
1,772,461
-20,010
175
$15.4M 0.16%
322,614
-2,392
5 6
7
8 9