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
176
$15.4M 0.16%
+286,570
177
$15.4M 0.16%
560,195
-4,741
178
$15.3M 0.16%
489,671
-7,900
179
$15.1M 0.16%
254,417
-43,250
180
$15M 0.16%
464,259
-4,320
181
$14.8M 0.16%
1,138,297
-33,300
182
$14.8M 0.16%
623,476
-88,103
183
$14.7M 0.16%
238,297
+30,435
184
$14.7M 0.16%
694,422
-31,775
185
$14.5M 0.15%
522,889
+54,147
186
$14.4M 0.15%
507,010
-6,520
187
$14.4M 0.15%
212,625
-4,734
188
$14.3M 0.15%
660,265
+136,841
189
$14.3M 0.15%
286,945
-18,970
190
$14.2M 0.15%
315,690
-4,900
191
$14.2M 0.15%
539,308
-6,388
192
$14.2M 0.15%
1,052,031
-13,175
193
$14.2M 0.15%
303,479
-15,200
194
$14M 0.15%
155,372
-37,400
195
$13.8M 0.15%
259,255
-3,681
196
$13.8M 0.15%
177,200
-27,225
197
$13.8M 0.15%
548,162
198
$13.8M 0.15%
814,755
+199,860
199
$13.7M 0.14%
32,225
+1,422
200
$13.6M 0.14%
848,366
-8,570
6 7
8
9 10