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
276
$1.7M 0.02%
60,230
277
$1.65M 0.02%
80,797
+13,351
278
$1.62M 0.02%
46,753
279
$1.62M 0.02%
53,676
+3,411
280
$1.62M 0.02%
76,687
281
$1.61M 0.02%
160,231
-155,491
282
$1.6M 0.02%
172,287
283
$1.59M 0.02%
39,137
-4,721
284
$1.56M 0.02%
77,097
-5,186
285
$1.56M 0.02%
156,770
-27,688
286
$1.51M 0.02%
24,840
287
$1.51M 0.02%
34,734
-1,917
288
$1.49M 0.02%
138,471
+9,125
289
$1.48M 0.02%
45,295
290
$1.48M 0.02%
83,765
-6,035
291
$1.47M 0.02%
15,328
292
$1.47M 0.02%
27,373
293
$1.44M 0.02%
83,944
-4,555
294
$1.44M 0.02%
80,823
295
$1.43M 0.02%
104,426
+15,719
296
$1.42M 0.02%
86,084
297
$1.4M 0.02%
121,074
298
$1.38M 0.02%
32,778
-4,250
299
$1.38M 0.02%
85,052
+13,695
300
$1.37M 0.02%
15,820
10 11
12
13 14