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
$9.81B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$71M
2
+$50.9M
3
+$50.7M
4
CSCO icon
Cisco
CSCO
+$49.8M
5
NVDA icon
NVIDIA
NVDA
+$48.8M

Top Sells

1
+$58.7M
2
+$53.9M
3
+$50M
4
ZBH icon
Zimmer Biomet
ZBH
+$47.1M
5
COR icon
Cencora
COR
+$45.9M

Sector Composition

1 Financials 18.02%
2 Industrials 17.56%
3 Consumer Discretionary 15.57%
4 Healthcare 9.92%
5 Technology 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11M 0.11%
679,115
+36,474
227
$10.7M 0.11%
537,564
+243,337
228
$10.6M 0.11%
339,590
-3,184
229
$10.6M 0.11%
423,225
-3,780
230
$10.5M 0.11%
2,603,371
+225,310
231
$10.1M 0.1%
425,158
+1,935
232
$10.1M 0.1%
372,890
+870
233
$10M 0.1%
+254,150
234
$9.99M 0.1%
209,327
+52,515
235
$9.93M 0.1%
709,543
+15,357
236
$9.36M 0.1%
365,992
-205
237
$9.35M 0.1%
+14,260
238
$9.33M 0.1%
330,587
+30
239
$9.15M 0.09%
60,475
+150
240
$8.93M 0.09%
+422,190
241
$8.8M 0.09%
354,129
-1,405
242
$8.73M 0.09%
135,834
-13,935
243
$8.65M 0.09%
237,025
-9,800
244
$8.54M 0.09%
177,974
+80,120
245
$8.41M 0.09%
178,540
-4,926
246
$8.29M 0.08%
264,400
-32,400
247
$8.19M 0.08%
77,894
-3,750
248
$8.17M 0.08%
114,260
-11,075
249
$8.14M 0.08%
163,560
-22,875
250
$8.14M 0.08%
356,435
-7,375
8 9
10
11 12