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
151
$22.4M 0.23%
226,265
-4,775
152
$22.3M 0.23%
252,618
-6,150
153
$22.2M 0.23%
259,339
-24,875
154
$22M 0.22%
629,475
+1,800
155
$21.9M 0.22%
279,576
-5,410
156
$21.6M 0.22%
940,650
-202,925
157
$21.5M 0.22%
185,141
-2,925
158
$21.4M 0.22%
335,943
+42
159
$21.4M 0.22%
259,456
-2,559
160
$21.2M 0.22%
323,674
-6,945
161
$21.2M 0.22%
162,579
-975
162
$21.1M 0.22%
384,970
-2,225
163
$21M 0.21%
290,950
-4,600
164
$20.9M 0.21%
1,227,141
-6,220
165
$20.5M 0.21%
528,886
-10,172
166
$20.4M 0.21%
453,486
+5,975
167
$20.4M 0.21%
472,354
+7,763
168
$20.4M 0.21%
207,131
+5,057
169
$20.4M 0.21%
410,263
+14,725
170
$20.2M 0.21%
1,258,559
-2,360
171
$20.2M 0.21%
1,901,395
+111,825
172
$20M 0.2%
198,457
+975
173
$19.7M 0.2%
430,260
-11,440
174
$19.5M 0.2%
634,410
-11,762
175
$19.3M 0.2%
522,414
-9,885
5 6
7
8 9