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
601
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-1,847,116
602
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-47,600
603
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-273,297
604
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-14,300
605
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-20,283
606
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-1,376,734
607
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-47,100
608
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-25,500
609
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-700,515
610
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-837,225
611
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-18,200
612
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-52,475
613
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-247,734
614
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-92,953
615
– –
-23,300
616
– –
-510,639
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