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
276
$3.03M 0.03%
+52,136
277
$2.44M 0.02%
+337,935
278
$2.16M 0.02%
100,850
+16,325
279
$1.85M 0.02%
138,350
-14,825
280
$1.71M 0.02%
59,633
-267
281
$1.68M 0.02%
31,059
+2,275
282
$1.65M 0.02%
182,400
+53,100
283
$1.65M 0.02%
68,600
+33,800
284
$1.6M 0.02%
63,800
+200
285
$1.59M 0.02%
72,500
-4,400
286
$1.58M 0.02%
176,280
-40,250
287
$1.57M 0.02%
73,066
+4,100
288
$1.53M 0.02%
74,236
+6,225
289
$1.4M 0.01%
120,062
-12,900
290
$1.39M 0.01%
153,118
+6,243
291
$1.38M 0.01%
28,913
-10,387
292
$1.37M 0.01%
25,350
-4,300
293
$1.37M 0.01%
111,212
+200
294
$1.36M 0.01%
74,675
-13,800
295
$1.36M 0.01%
82,150
+28,700
296
$1.35M 0.01%
89,000
+6,400
297
$1.35M 0.01%
90,800
-2,000
298
$1.35M 0.01%
+56,800
299
$1.35M 0.01%
+226,700
300
$1.34M 0.01%
+77,900
10 11
12
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