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
$8.6B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$75.2M
2
+$47.6M
3
+$46.5M
4
FICO icon
Fair Isaac
FICO
+$41.9M
5
PHM icon
Pultegroup
PHM
+$36.9M

Top Sells

1
+$47.5M
2
+$47.1M
3
+$46M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$44.2M
5
CTXS
Citrix Systems Inc
CTXS
+$44M

Sector Composition

1 Financials 20.11%
2 Industrials 15.1%
3 Consumer Discretionary 12.44%
4 Technology 11.58%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.76M 0.1%
39,624
-2,783
227
$8.76M 0.1%
565,695
-3,506
228
$8.68M 0.1%
96,992
+17,012
229
$8.48M 0.1%
187,160
+61
230
$8.46M 0.1%
686,541
-7,836
231
$8.28M 0.1%
355,827
-26,578
232
$8M 0.09%
194,883
+26,776
233
$7.96M 0.09%
79,836
-2,552
234
$7.92M 0.09%
64,793
+888
235
$7.81M 0.09%
95,579
+13,589
236
$7.73M 0.09%
581,157
+11,012
237
$7.73M 0.09%
195,114
+27,641
238
$7.7M 0.09%
349,637
-4,166
239
$7.66M 0.09%
116,897
+11,801
240
$7.57M 0.09%
208,421
+2,210
241
$7.44M 0.09%
223,713
-5,141
242
$7.34M 0.09%
111,045
-44
243
$7.23M 0.08%
142,053
+11,229
244
$7.22M 0.08%
124,015
+22,681
245
$6.8M 0.08%
322,125
-6,009
246
$6.77M 0.08%
297,409
-4,926
247
$6.65M 0.08%
45,697
+4,344
248
$6.51M 0.08%
176,316
-4,000
249
$6.11M 0.07%
154,476
-6,183
250
$5.99M 0.07%
177,786
-1,542
8 9
10
11 12