WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
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
1
$174M 1.84%
761,912
+170,973
2
$170M 1.8%
1,424,545
+195,040
3
$159M 1.68%
2,471,103
-86,972
4
$152M 1.6%
2,849,683
-30,084
5
$149M 1.58%
2,971,818
-230,710
6
$147M 1.55%
2,904,667
-494,378
7
$139M 1.47%
4,243,862
-56,769
8
$133M 1.41%
4,165,513
-92,481
9
$132M 1.39%
9,539,654
+118,516
10
$129M 1.36%
2,016,624
-6,887
11
$122M 1.29%
1,007,387
-5,297
12
$118M 1.25%
2,354,819
-25,439
13
$117M 1.23%
1,881,152
-19,560
14
$116M 1.23%
2,926,947
-8,261
15
$114M 1.2%
1,142,589
-23,438
16
$111M 1.17%
2,234,372
-34,745
17
$103M 1.09%
5,145,197
+93,854
18
$101M 1.06%
4,493,391
+47,457
19
$100M 1.06%
3,662,464
-48,701
20
$97.5M 1.03%
963,461
+403,668
21
$88M 0.93%
3,656,504
-36,137
22
$86.5M 0.91%
1,442,005
+115,939
23
$85.5M 0.9%
997,886
-4,444
24
$84.9M 0.9%
1,345,973
-8,453
25
$82.6M 0.87%
448,565
-23,812
1
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