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
301
$1.21M 0.01%
13,800
+500
302
$1.21M 0.01%
10,117
+3,904
303
$1.2M 0.01%
30,376
-1,300
304
$1.19M 0.01%
71,687
+12,955
305
$1.18M 0.01%
55,400
+10,300
306
$1.17M 0.01%
81,305
-2,929
307
$1.17M 0.01%
22,359
-2,600
308
$1.15M 0.01%
70,600
-9,100
309
$1.15M 0.01%
84,200
-11,300
310
$1.15M 0.01%
63,100
-2,300
311
$1.14M 0.01%
40,675
-11,800
312
$1.13M 0.01%
32,900
-600
313
$1.13M 0.01%
149,800
-11,900
314
$1.12M 0.01%
58,000
-18,600
315
$1.11M 0.01%
58,900
-8,600
316
$1.1M 0.01%
58,275
-14,125
317
$1.1M 0.01%
+22,475
318
$1.1M 0.01%
223,500
-10,800
319
$1.09M 0.01%
62,050
-6,400
320
$1.08M 0.01%
119,540
+20,100
321
$1.05M 0.01%
17,475
+2,950
322
$1.05M 0.01%
94,825
-5,500
323
$1.05M 0.01%
52,700
-1,500
324
$1.04M 0.01%
9,225
-825
325
$1.04M 0.01%
53,600
-8,400
11 12
13
14 15