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
476
$357K ﹤0.01%
41,700
+7,400
477
$353K ﹤0.01%
+10,750
478
$352K ﹤0.01%
8,232
+1,700
479
$349K ﹤0.01%
6,525
+3,000
480
$348K ﹤0.01%
+28,700
481
$348K ﹤0.01%
14,350
+7,883
482
$347K ﹤0.01%
+10,875
483
$346K ﹤0.01%
28,308
+10,783
484
$346K ﹤0.01%
9,050
+3,575
485
$345K ﹤0.01%
+10,200
486
$344K ﹤0.01%
17,100
-1,000
487
$342K ﹤0.01%
14,500
+900
488
$341K ﹤0.01%
9,649
+4,149
489
$341K ﹤0.01%
+48,800
490
$338K ﹤0.01%
+20,200
491
$338K ﹤0.01%
25,876
+3,587
492
$338K ﹤0.01%
13,400
493
$337K ﹤0.01%
13,075
-300
494
$336K ﹤0.01%
33,275
+17,850
495
$335K ﹤0.01%
+20,900
496
$334K ﹤0.01%
21,925
-300
497
$334K ﹤0.01%
40,200
+3,000
498
$329K ﹤0.01%
6,400
+500
499
$329K ﹤0.01%
+9,042
500
$328K ﹤0.01%
+5,600
18 19
20
21 22