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
51
$49.2M 0.5%
871,700
-48,350
52
$49.2M 0.5%
4,084,000
-646,400
53
$49M 0.5%
603,979
-50,527
54
$48.8M 0.5%
+105,368,000
55
$48.8M 0.5%
704,640
-13,775
56
$48.7M 0.5%
1,029,025
-22,875
57
$48.6M 0.5%
1,895,665
+11,950
58
$48.5M 0.49%
868,429
-9,450
59
$48.5M 0.49%
463,591
-55,750
60
$48.3M 0.49%
610,425
-90,500
61
$48.2M 0.49%
593,905
-73,825
62
$47.8M 0.49%
448,626
-90,049
63
$47.7M 0.49%
1,257,255
-2,975
64
$47.7M 0.49%
1,693,731
+113,126
65
$47.2M 0.48%
559,675
-19,650
66
$47.1M 0.48%
438,035
-71,050
67
$46.9M 0.48%
800,805
-118,650
68
$46.6M 0.48%
+1,256,225
69
$46.5M 0.47%
676,287
-5,585
70
$46.2M 0.47%
846,924
+615,350
71
$46.1M 0.47%
499,989
-66,725
72
$46M 0.47%
361,595
-55,525
73
$45.9M 0.47%
+655,000
74
$44.7M 0.46%
644,075
+7,025
75
$44.3M 0.45%
+597,947
1 2
3
4 5