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
1
$171M 1.74%
3,726,648
+659,190
2
$170M 1.74%
2,897,763
-26,075
3
$164M 1.67%
3,188,443
-99,311
4
$139M 1.42%
5,684,200
-160,856
5
$135M 1.38%
3,207,069
+139,610
6
$130M 1.32%
4,873,378
+18,806
7
$127M 1.29%
2,382,957
-44,763
8
$126M 1.29%
2,181,795
+97,125
9
$119M 1.22%
2,481,876
-47,790
10
$117M 1.2%
1,725,023
-27,975
11
$114M 1.17%
1,319,358
-276,686
12
$113M 1.16%
4,274,352
+26,665
13
$109M 1.11%
2,449,921
-38,400
14
$107M 1.09%
7,054,361
+61,690
15
$106M 1.08%
1,879,330
-31,775
16
$103M 1.05%
3,017,594
-32,284
17
$98.4M 1%
793,089
-4,100
18
$91.4M 0.93%
546,549
-3,425
19
$91.4M 0.93%
1,867,615
+2,509
20
$90M 0.92%
751,989
-61,085
21
$88.6M 0.9%
1,332,206
-31,025
22
$87.3M 0.89%
1,692,553
+14,915
23
$85.9M 0.88%
2,076,541
+17,759
24
$77M 0.79%
2,231,793
-112,425
25
$72.9M 0.74%
4,013,706
-201,975
1
2 3 4 5