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
101
$35.1M 0.36%
+1,574,750
102
$35M 0.36%
29,115
+1,125
103
$35M 0.36%
723,325
-137,600
104
$35M 0.36%
325,900
-24,800
105
$34.9M 0.36%
1,295,762
-13,915
106
$34.8M 0.36%
391,865
-16,600
107
$34.7M 0.35%
967,650
-276,850
108
$34.7M 0.35%
598,175
-59,025
109
$34.6M 0.35%
206,867
+26,150
110
$34.5M 0.35%
684,300
+40,850
111
$34.4M 0.35%
451,940
+800
112
$34.2M 0.35%
+643,875
113
$34M 0.35%
590,021
+60,700
114
$34M 0.35%
283,189
+10,100
115
$33.9M 0.35%
410,825
+1,375
116
$33.9M 0.35%
381,776
+34,125
117
$33.8M 0.35%
545,990
+4,225
118
$33.8M 0.34%
682,220
-135,825
119
$33.7M 0.34%
583,210
+22,450
120
$33.7M 0.34%
2,349,143
+114,925
121
$33.5M 0.34%
963,400
+82,325
122
$33.3M 0.34%
360,801
+25,750
123
$33.1M 0.34%
826,735
+44,375
124
$33.1M 0.34%
924,050
+56,625
125
$32.5M 0.33%
3,059,305
+274,900
3 4
5
6 7