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
376
$694K 0.01%
24,475
-1,825
377
$681K 0.01%
12,100
+1,450
378
$668K 0.01%
+23,852
379
$667K 0.01%
29,900
-5,800
380
$666K 0.01%
25,100
-4,300
381
$666K 0.01%
45,275
-50
382
$664K 0.01%
24,320
+18,620
383
$656K 0.01%
11,510
-450
384
$655K 0.01%
21,525
+5,775
385
$654K 0.01%
17,200
-1,000
386
$654K 0.01%
57,900
+28,000
387
$652K 0.01%
43,250
+3,650
388
$650K 0.01%
+53,925
389
$649K 0.01%
14,525
390
$629K 0.01%
79,900
-4,600
391
$626K 0.01%
+62,700
392
$626K 0.01%
14,925
+625
393
$625K 0.01%
31,400
-6,500
394
$617K 0.01%
32,900
+1,625
395
$616K 0.01%
26,400
-6,000
396
$614K 0.01%
52,400
-3,900
397
$613K 0.01%
98,100
-15,300
398
$613K 0.01%
10,250
+100
399
$613K 0.01%
26,800
-5,100
400
$610K 0.01%
75,200
-10,500
14 15
16
17 18