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
351
$816K 0.01%
7,625
+3,700
352
$780K 0.01%
21,414
+13,876
353
$779K 0.01%
50,205
+8,880
354
$779K 0.01%
49,200
-2,500
355
$774K 0.01%
76,500
+35,100
356
$756K 0.01%
79,200
+42,950
357
$727K 0.01%
+32,675
358
$723K 0.01%
+21,700
359
$721K 0.01%
21,025
+8,950
360
$720K 0.01%
44,585
+1,300
361
$711K 0.01%
19,300
-7,500
362
$710K 0.01%
+110,200
363
$693K 0.01%
40,200
+21,400
364
$690K 0.01%
15,575
+7,400
365
$690K 0.01%
17,100
-1,800
366
$687K 0.01%
55,000
-2,700
367
$682K 0.01%
5,850
+2,600
368
$680K 0.01%
24,700
-3,900
369
$679K 0.01%
10,604
+3,354
370
$678K 0.01%
7,712
+3,376
371
$677K 0.01%
36,500
+18,900
372
$676K 0.01%
26,500
-13,300
373
$676K 0.01%
12,800
+6,400
374
$673K 0.01%
71,466
+9,600
375
$673K 0.01%
7,025
+2,475
13 14
15
16 17