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
301
$1.34M 0.01%
83,650
-2,100
302
$1.33M 0.01%
90,400
-8,400
303
$1.33M 0.01%
+49,200
304
$1.33M 0.01%
64,146
-1,200
305
$1.32M 0.01%
65,663
-1,100
306
$1.32M 0.01%
103,800
-3,000
307
$1.32M 0.01%
56,175
+11,200
308
$1.3M 0.01%
105,495
-2,265
309
$1.3M 0.01%
56,000
+4,500
310
$1.29M 0.01%
56,841
+8,700
311
$1.29M 0.01%
68,750
+700
312
$1.28M 0.01%
84,000
313
$1.28M 0.01%
51,200
-5,100
314
$1.28M 0.01%
108,988
+32,588
315
$1.28M 0.01%
63,400
+30,600
316
$1.24M 0.01%
101,175
+25,750
317
$1.24M 0.01%
45,900
-4,000
318
$1.24M 0.01%
33,676
+3,526
319
$1.24M 0.01%
90,100
-2,400
320
$1.18M 0.01%
95,600
+9,275
321
$1.13M 0.01%
+27,375
322
$1.05M 0.01%
34,400
+11,600
323
$1.04M 0.01%
160,100
+3,300
324
$1.03M 0.01%
33,375
+14,950
325
$1.03M 0.01%
56,600
+6,100
11 12
13
14 15