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
351
$855K 0.01%
83,950
-22,500
352
$847K 0.01%
10,850
+1,500
353
$847K 0.01%
63,850
-3,000
354
$835K 0.01%
38,900
-3,900
355
$835K 0.01%
44,200
-5,800
356
$833K 0.01%
39,200
-10,700
357
$828K 0.01%
+37,300
358
$825K 0.01%
66,600
-3,900
359
$819K 0.01%
28,825
+5,150
360
$816K 0.01%
86,400
+7,400
361
$811K 0.01%
12,500
+1,525
362
$811K 0.01%
28,800
-1,200
363
$806K 0.01%
10,975
+425
364
$805K 0.01%
70,766
+7,100
365
$789K 0.01%
42,292
-178,276
366
$783K 0.01%
58,762
-466,656
367
$783K 0.01%
25,900
+3,350
368
$781K 0.01%
40,100
369
$775K 0.01%
4,100
-900
370
$771K 0.01%
21,100
+2,000
371
$756K 0.01%
64,700
372
$744K 0.01%
97,000
-7,700
373
$730K 0.01%
12,967
+2,325
374
$715K 0.01%
33,450
+11,225
375
$699K 0.01%
9,651
+2,625
13 14
15
16 17