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
76
$44.1M 0.45%
+523,325
77
$42.2M 0.43%
604,220
+475,575
78
$40.8M 0.42%
+1,659,300
79
$40M 0.41%
824,061
-8,976
80
$39.5M 0.4%
514,081
-4,719
81
$38.5M 0.39%
430,593
-2,250
82
$38.1M 0.39%
656,500
-7,385
83
$38.1M 0.39%
751,775
-55,150
84
$37.9M 0.39%
280,675
-21,075
85
$37.8M 0.39%
1,368,788
-19,850
86
$37.6M 0.38%
243,414
-3,675
87
$37.3M 0.38%
928,752
-12,114
88
$37M 0.38%
658,700
+12,750
89
$36.8M 0.38%
479,046
+43,400
90
$36.8M 0.38%
307,506
-30
91
$36.7M 0.37%
864,043
-12,873
92
$36.4M 0.37%
1,082,355
-47,325
93
$36.4M 0.37%
655,200
-90,400
94
$36.3M 0.37%
487,339
-9,124
95
$36.1M 0.37%
1,514,550
+271,625
96
$36.1M 0.37%
870,939
+4,735
97
$36M 0.37%
1,342,930
-155,000
98
$36M 0.37%
285,953
+1,350
99
$35.8M 0.36%
441,950
-34,125
100
$35.3M 0.36%
1,326,546
+2,476
2 3
4
5 6