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
176
$19.3M 0.2%
871,814
-16,892
177
$18.9M 0.19%
1,047,627
-14,405
178
$18.2M 0.19%
396,657
-25,430
179
$18M 0.18%
868,628
+5,490
180
$18M 0.18%
670,959
-3,175
181
$17.9M 0.18%
659,830
+8,088
182
$17.6M 0.18%
328,860
-4,470
183
$17.3M 0.18%
366,842
-4,555
184
$17.3M 0.18%
374,374
-1,855
185
$17.1M 0.17%
216,888
+3,210
186
$17M 0.17%
271,740
-410
187
$16.9M 0.17%
1,361,601
+31,170
188
$16.3M 0.17%
934,796
-8,485
189
$16.1M 0.16%
228,782
-25
190
$15.8M 0.16%
751,888
-54,860
191
$15.7M 0.16%
324,957
-1,035
192
$15.5M 0.16%
317,502
-760
193
$15.5M 0.16%
2,036,816
+4,330
194
$14.9M 0.15%
681,784
-4,473
195
$14.2M 0.14%
384,833
+876
196
$14.2M 0.14%
191,052
-4,050
197
$14.1M 0.14%
380,274
-12,419
198
$13.6M 0.14%
745,459
-5,295
199
$13.6M 0.14%
107,250
-2,555
200
$13.5M 0.14%
133,847
-1,245
6 7
8
9 10