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
451
$420K ﹤0.01%
8,400
+3,375
452
$416K ﹤0.01%
+14,532
453
$416K ﹤0.01%
9,700
+4,800
454
$415K ﹤0.01%
+16,800
455
$411K ﹤0.01%
19,850
+9,825
456
$411K ﹤0.01%
+6,625
457
$410K ﹤0.01%
4,900
+2,200
458
$402K ﹤0.01%
+9,450
459
$399K ﹤0.01%
4,552
+1,365
460
$390K ﹤0.01%
+12,600
461
$389K ﹤0.01%
16,215
+7,215
462
$388K ﹤0.01%
24,889
+7,805
463
$379K ﹤0.01%
+6,450
464
$379K ﹤0.01%
+2,513
465
$374K ﹤0.01%
+7,751
466
$372K ﹤0.01%
29,000
+4,900
467
$371K ﹤0.01%
+3,725
468
$370K ﹤0.01%
+7,850
469
$367K ﹤0.01%
30,500
-1,400
470
$366K ﹤0.01%
2,920
-1,430
471
$365K ﹤0.01%
+21,500
472
$365K ﹤0.01%
+8,175
473
$363K ﹤0.01%
48,000
474
$363K ﹤0.01%
47,700
+1,300
475
$361K ﹤0.01%
+10,275
17 18
19
20 21