WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
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
26
$71.9M 0.73%
505,445
-24,500
27
$71.4M 0.73%
3,759,228
-200,975
28
$71M 0.72%
+1,552,545
29
$69.4M 0.71%
1,009,395
-44,375
30
$68.8M 0.7%
1,566,777
-388,750
31
$68M 0.69%
2,071,473
-17,533
32
$67.9M 0.69%
1,669,508
-4,515
33
$65.1M 0.66%
2,421,899
+1,700
34
$64M 0.65%
804,092
-5,713
35
$62.6M 0.64%
765,683
-34,720
36
$61.5M 0.63%
2,899,359
+1,580,355
37
$61.4M 0.63%
3,969,736
-172,383
38
$60.9M 0.62%
662,620
-91,250
39
$59M 0.6%
623,983
-255,362
40
$57M 0.58%
488,830
-107,690
41
$56.8M 0.58%
1,098,927
+65,785
42
$54.9M 0.56%
341,390
-46,200
43
$53.2M 0.54%
4,044,491
-11,135
44
$53.1M 0.54%
3,241,171
+9,201
45
$50.9M 0.52%
+1,064,125
46
$50.7M 0.52%
+1,641,375
47
$50.5M 0.52%
2,356,123
-114,388
48
$49.8M 0.51%
+2,004,375
49
$49.6M 0.51%
798,570
-27,100
50
$49.2M 0.5%
373,588
-74,825
1
2
3 4 5