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
251
$8.12M 0.08%
110,101
-3,875
252
$7.99M 0.08%
81,825
-6,775
253
$7.98M 0.08%
180,942
-14,150
254
$7.97M 0.08%
66,958
-5,000
255
$7.91M 0.08%
76,153
-6,977
256
$7.85M 0.08%
89,876
-5,425
257
$7.78M 0.08%
84,919
-1,300
258
$7.76M 0.08%
+392,030
259
$7.75M 0.08%
103,290
-19,800
260
$7.72M 0.08%
102,071
-575
261
$7.69M 0.08%
159,850
-250
262
$7.65M 0.08%
123,054
-5,923
263
$7.59M 0.08%
504,536
+104,975
264
$7.55M 0.08%
296,681
-622
265
$7.42M 0.08%
103,223
+1,946
266
$6.16M 0.06%
250,965
-2,610
267
$5.8M 0.06%
251,489
-4,690
268
$5.26M 0.05%
204,975
-14,990
269
$5M 0.05%
250,144
-3,141
270
$4.94M 0.05%
94,801
+280
271
$4.85M 0.05%
91,260
-634
272
$4.74M 0.05%
152,998
-2,340
273
$4.28M 0.04%
88,764
+1,910
274
$4.19M 0.04%
259,143
-25
275
$3.45M 0.04%
148,667
-105
9 10
11
12 13