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
126
$32.2M 0.33%
490,954
-466,940
127
$31.9M 0.33%
373,249
-115
128
$31.7M 0.32%
219,766
-12,329
129
$30.4M 0.31%
414,399
-9,781
130
$28.9M 0.29%
792,652
-15,350
131
$27.6M 0.28%
676,195
+143,500
132
$27.6M 0.28%
574,386
-3,120
133
$27.3M 0.28%
866,927
+13,591
134
$26.8M 0.27%
590,708
-5,855
135
$26.7M 0.27%
769,608
+128,950
136
$26.6M 0.27%
459,221
-14,800
137
$26.6M 0.27%
648,540
+3,150
138
$26.6M 0.27%
652,160
+66,275
139
$26.4M 0.27%
361,736
-5,556
140
$25.9M 0.26%
413,419
-4,371
141
$25.9M 0.26%
463,830
+66,600
142
$25.6M 0.26%
697,096
-4,038
143
$25.1M 0.26%
966,399
+701
144
$24.7M 0.25%
1,027,875
-6,288
145
$24M 0.25%
657,163
-30,765
146
$23.8M 0.24%
16,196
-925
147
$23.7M 0.24%
2,631,942
-27,720
148
$23.4M 0.24%
12,929
+35
149
$23.3M 0.24%
645,141
-27,075
150
$22.5M 0.23%
223,194
-4,425
4 5
6
7 8