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
201
$13.6M 0.14%
847,060
+253,632
202
$13.6M 0.14%
284,465
-7,120
203
$13.6M 0.14%
238,483
+30,770
204
$13.5M 0.14%
458,060
-11,210
205
$13.5M 0.14%
351,445
-17,720
206
$13.5M 0.14%
15,315
-118
207
$13.4M 0.14%
449,525
+2,700
208
$13.3M 0.14%
291,340
+8,475
209
$13.2M 0.14%
99,605
-470
210
$13M 0.14%
517,750
-9,720
211
$12.9M 0.14%
538,386
-5,489
212
$12.9M 0.14%
266,420
-2,275
213
$12.9M 0.14%
1,040,821
-7,425
214
$12.5M 0.13%
557,415
+279,100
215
$12.4M 0.13%
233,025
-27,650
216
$12.4M 0.13%
84,622
+12,612
217
$12.2M 0.13%
446,455
-3,600
218
$11.7M 0.12%
284,213
-4,548
219
$11.7M 0.12%
1,488,391
-20,058
220
$11.4M 0.12%
89,485
-3,710
221
$11.2M 0.12%
147,669
-14,745
222
$11.1M 0.12%
231,598
-2,075
223
$11M 0.12%
438,005
-8,508
224
$10.7M 0.11%
804,401
-12,310
225
$10.6M 0.11%
617,776
-9,737
7 8
9
10 11