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
551
$212K ﹤0.01%
+4,700
552
$210K ﹤0.01%
+32,150
553
$210K ﹤0.01%
+6,779
554
$209K ﹤0.01%
+5,514
555
$202K ﹤0.01%
28,275
+13,575
556
$201K ﹤0.01%
+12,100
557
$200K ﹤0.01%
5,835
-32,078
558
$197K ﹤0.01%
+12,488
559
$195K ﹤0.01%
+15,625
560
$178K ﹤0.01%
1,818
+1,011
561
$178K ﹤0.01%
+10,375
562
$172K ﹤0.01%
+14,630
563
$167K ﹤0.01%
+593
564
$167K ﹤0.01%
+15,375
565
$150K ﹤0.01%
+11,550
566
$132K ﹤0.01%
35,475
+17,200
567
$129K ﹤0.01%
3,543
+2,063
568
– –
-510,639
569
– –
-23,300
570
– –
-92,953
571
– –
-247,734
572
– –
-52,475
573
– –
-18,200
574
– –
-837,225
575
– –
-700,515
21 22
23
24 25