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
451
$497K 0.01%
17,350
+2,125
452
$489K 0.01%
89,500
453
$486K 0.01%
13,150
+700
454
$485K 0.01%
43,700
455
$485K 0.01%
72,100
+10,800
456
$482K 0.01%
46,800
-1,700
457
$474K 0.01%
25,000
-4,175
458
$473K 0.01%
15,950
-1,700
459
$450K ﹤0.01%
84,800
460
$447K ﹤0.01%
33,325
+1,950
461
$443K ﹤0.01%
63,400
+3,300
462
$441K ﹤0.01%
32,500
+3,550
463
$438K ﹤0.01%
9,950
+1,525
464
$438K ﹤0.01%
9,125
+1,400
465
$435K ﹤0.01%
62,100
+11,700
466
$430K ﹤0.01%
22,200
-150
467
$428K ﹤0.01%
12,800
-1,400
468
$428K ﹤0.01%
64,275
+16,650
469
$415K ﹤0.01%
30,975
+600
470
$410K ﹤0.01%
15,925
-1,350
471
$407K ﹤0.01%
6,800
+300
472
$403K ﹤0.01%
16,811
+3,150
473
$402K ﹤0.01%
17,550
-1,075
474
$402K ﹤0.01%
21,613
-973
475
$399K ﹤0.01%
10,000
-200
17 18
19
20 21