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
301
$1.36M 0.02%
75,163
+12,498
302
$1.34M 0.02%
40,890
303
$1.32M 0.02%
89,288
+49,015
304
$1.31M 0.02%
59,246
-7,198
305
$1.31M 0.02%
95,280
306
$1.3M 0.02%
+126,492
307
$1.3M 0.02%
131,643
+90,368
308
$1.28M 0.01%
33,061
309
$1.27M 0.01%
39,127
310
$1.25M 0.01%
125,352
+61,376
311
$1.2M 0.01%
77,783
312
$1.19M 0.01%
40,032
-2,563
313
$1.19M 0.01%
140,237
+42,072
314
$1.16M 0.01%
77,255
315
$1.13M 0.01%
25,667
+6,621
316
$1.12M 0.01%
34,461
317
$1.11M 0.01%
52,064
-3,540
318
$1.1M 0.01%
40,474
+3,327
319
$1.1M 0.01%
47,332
320
$1.07M 0.01%
+348,351
321
$1.07M 0.01%
27,489
322
$1.06M 0.01%
39,846
323
$1.03M 0.01%
50,879
324
$1.03M 0.01%
5,376
+2,749
325
$1.03M 0.01%
21,774
-757,215
11 12
13
14 15