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
401
$638K 0.01%
106,800
-5,600
402
$637K 0.01%
9,575
+3,575
403
$632K 0.01%
36,300
+4,200
404
$631K 0.01%
71,100
+38,000
405
$630K 0.01%
7,125
+3,700
406
$628K 0.01%
22,400
-11,400
407
$628K 0.01%
16,425
+8,075
408
$622K 0.01%
95,400
+12,700
409
$619K 0.01%
+128,600
410
$619K 0.01%
+9,600
411
$613K 0.01%
+47,625
412
$612K 0.01%
10,425
+3,900
413
$611K 0.01%
37,800
+2,500
414
$610K 0.01%
13,700
+4,425
415
$599K 0.01%
8,500
+3,900
416
$592K 0.01%
40,500
+22,975
417
$590K 0.01%
7,425
+3,700
418
$578K 0.01%
9,875
+4,600
419
$576K 0.01%
18,100
+9,000
420
$576K 0.01%
19,650
+7,325
421
$562K 0.01%
16,075
+8,525
422
$561K 0.01%
33,400
-9,400
423
$556K 0.01%
12,000
+4,550
424
$555K 0.01%
13,325
+5,450
425
$540K 0.01%
15,575
+6,775
15 16
17
18 19