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
526
$309K ﹤0.01%
24,000
527
$303K ﹤0.01%
8,225
-400
528
$303K ﹤0.01%
+10,450
529
$302K ﹤0.01%
+874
530
$302K ﹤0.01%
39,850
+10,050
531
$299K ﹤0.01%
15,025
532
$296K ﹤0.01%
13,034
-2,969
533
$295K ﹤0.01%
8,435
+500
534
$295K ﹤0.01%
29,392
+6,700
535
$293K ﹤0.01%
56,400
536
$293K ﹤0.01%
7,632
-600
537
$292K ﹤0.01%
21,725
-1,950
538
$291K ﹤0.01%
+20,500
539
$285K ﹤0.01%
+20,300
540
$284K ﹤0.01%
+19,800
541
$284K ﹤0.01%
12,975
-900
542
$284K ﹤0.01%
7,725
-67,979
543
$283K ﹤0.01%
+16,200
544
$280K ﹤0.01%
56,200
545
$279K ﹤0.01%
+23,650
546
$275K ﹤0.01%
+28,025
547
$274K ﹤0.01%
+15,950
548
$272K ﹤0.01%
6,100
-2,125
549
$271K ﹤0.01%
13,200
550
$269K ﹤0.01%
5,675
+564
20 21
22
23 24