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
201
$13.1M 0.13%
602,835
-4,665
202
$12.8M 0.13%
141,551
+225
203
$12.7M 0.13%
825,719
+410,142
204
$12.7M 0.13%
283,186
-5,791
205
$12.6M 0.13%
204,840
+199,415
206
$12.6M 0.13%
336,350
-2,325
207
$12.6M 0.13%
523,284
+2,997
208
$12.6M 0.13%
206,220
-6,795
209
$12.5M 0.13%
+278,425
210
$12.3M 0.13%
300,099
-7,155
211
$12.3M 0.13%
847,781
-700,735
212
$12.3M 0.13%
203,713
-2,050
213
$12.3M 0.12%
955,562
-5,510
214
$12.2M 0.12%
1,334,412
-8,140
215
$12.1M 0.12%
1,060,117
+7,315
216
$12M 0.12%
335,367
-769
217
$11.9M 0.12%
594,063
-6,945
218
$11.9M 0.12%
166,572
+62,365
219
$11.8M 0.12%
770,854
+85,240
220
$11.8M 0.12%
739,624
-2,142
221
$11.7M 0.12%
692,756
+3,214
222
$11.6M 0.12%
278,585
+1,624
223
$11.5M 0.12%
224,010
+270
224
$11.3M 0.12%
726,108
-4,289
225
$11.2M 0.11%
862,775
+3,520
7 8
9
10 11