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
251
$5.98M 0.07%
186,525
-368
252
$5.68M 0.07%
204,618
+69,303
253
$5.57M 0.06%
139,822
+65,235
254
$5.5M 0.06%
340,077
-10,763
255
$5.15M 0.06%
23,684
+9,453
256
$5.01M 0.06%
409,821
-3,967
257
$4.86M 0.06%
257,798
+13,370
258
$4.83M 0.06%
132,312
-3,236
259
$4.55M 0.05%
82,034
-242
260
$4.43M 0.05%
118,611
-559
261
$4.19M 0.05%
79,665
-831
262
$4.13M 0.05%
1,117,073
+4,489
263
$3.7M 0.04%
150,906
-985
264
$3.58M 0.04%
94,127
-2,744
265
$3.3M 0.04%
278,743
-17,949
266
$3.24M 0.04%
94,739
-15,235
267
$3.2M 0.04%
87,239
-1,203
268
$3.05M 0.04%
81,317
-971
269
$2.94M 0.03%
+66,427
270
$2.84M 0.03%
184,783
+117,474
271
$2.68M 0.03%
128,239
-216
272
$2.64M 0.03%
59,959
+155
273
$2.37M 0.03%
92,655
-21,256
274
$1.96M 0.02%
35,056
275
$1.84M 0.02%
63,585
+3,758
9 10
11
12 13