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
326
$1.03M 0.01%
47,500
+32,800
327
$1.03M 0.01%
92,800
+72,000
328
$1.02M 0.01%
38,600
+11,500
329
$1.02M 0.01%
49,300
-2,100
330
$1.02M 0.01%
62,000
+5,600
331
$1.01M 0.01%
93,800
+2,500
332
$1.01M 0.01%
+203,600
333
$1M 0.01%
89,700
-3,300
334
$1M 0.01%
29,326
-3,500
335
$996K 0.01%
7,800
+1,600
336
$992K 0.01%
+42,900
337
$988K 0.01%
50,214
-922
338
$984K 0.01%
99,550
+3,600
339
$967K 0.01%
141,200
+500
340
$966K 0.01%
61,450
+42,400
341
$947K 0.01%
34,600
-9,800
342
$945K 0.01%
20,400
-4,100
343
$938K 0.01%
16,900
+6,025
344
$933K 0.01%
45,450
+1,500
345
$920K 0.01%
89,700
+9,300
346
$888K 0.01%
+10,275
347
$876K 0.01%
8,025
+3,875
348
$859K 0.01%
5,350
+2,500
349
$840K 0.01%
14,050
+7,100
350
$819K 0.01%
+45,375
12 13
14
15 16