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
501
$337K ﹤0.01%
5,125
+500
502
$334K ﹤0.01%
13,100
+1,425
503
$333K ﹤0.01%
24,210
-2,999
504
$329K ﹤0.01%
1,136
-334
505
$328K ﹤0.01%
8,964
506
$326K ﹤0.01%
28,325
-725
507
$325K ﹤0.01%
+6,300
508
$323K ﹤0.01%
18,100
-1,200
509
$322K ﹤0.01%
25,875
-5,625
510
$322K ﹤0.01%
5,500
511
$322K ﹤0.01%
8,625
-825
512
$321K ﹤0.01%
16,025
+2,100
513
$319K ﹤0.01%
10,500
514
$319K ﹤0.01%
13,500
+1,425
515
$319K ﹤0.01%
18,238
+1,425
516
$318K ﹤0.01%
18,000
-1,400
517
$318K ﹤0.01%
11,675
-6,100
518
$318K ﹤0.01%
10,100
-800
519
$317K ﹤0.01%
5,079
+100
520
$316K ﹤0.01%
16,025
-1,000
521
$315K ﹤0.01%
15,750
-3,900
522
$312K ﹤0.01%
28,400
-2,000
523
$310K ﹤0.01%
2,650
-200
524
$309K ﹤0.01%
18,000
-1,200
525
$309K ﹤0.01%
25,075
19 20
21
22 23