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
501
$327K ﹤0.01%
+7,375
502
$327K ﹤0.01%
12,025
+4,975
503
$327K ﹤0.01%
16,500
-1,100
504
$326K ﹤0.01%
20,650
+7,600
505
$324K ﹤0.01%
40,600
+2,700
506
$324K ﹤0.01%
+13,500
507
$321K ﹤0.01%
19,400
+500
508
$321K ﹤0.01%
+15,225
509
$320K ﹤0.01%
15,000
-2,300
510
$319K ﹤0.01%
11,125
-1,200
511
$319K ﹤0.01%
+7,225
512
$318K ﹤0.01%
22,325
-500
513
$318K ﹤0.01%
+102,900
514
$315K ﹤0.01%
+17,900
515
$314K ﹤0.01%
10,999
+3,583
516
$314K ﹤0.01%
+9,650
517
$313K ﹤0.01%
+23,400
518
$312K ﹤0.01%
+20,450
519
$310K ﹤0.01%
+25,550
520
$307K ﹤0.01%
11,844
-4,945
521
$302K ﹤0.01%
12,525
-500
522
$300K ﹤0.01%
+9,093
523
$296K ﹤0.01%
+3,050
524
$295K ﹤0.01%
+3,150
525
$293K ﹤0.01%
+12
19 20
21
22 23