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
351
$808K 0.01%
49,890
-39,476
352
$794K 0.01%
31,502
353
$793K 0.01%
21,767
354
$773K 0.01%
54,881
355
$765K 0.01%
41,741
356
$760K 0.01%
+38,385
357
$752K 0.01%
26,210
+12,753
358
$747K 0.01%
75,316
359
$736K 0.01%
39,529
360
$719K 0.01%
61,933
361
$717K 0.01%
43,713
362
$715K 0.01%
31,760
363
$710K 0.01%
95,523
+26,444
364
$704K 0.01%
372,554
365
$701K 0.01%
29,525
366
$698K 0.01%
219,650
367
$698K 0.01%
111,391
368
$696K 0.01%
16,573
369
$688K 0.01%
31,683
370
$682K 0.01%
83,006
371
$677K 0.01%
39,035
-14,340
372
$676K 0.01%
51,748
373
$672K 0.01%
41,554
+16,384
374
$664K 0.01%
65,732
-22,985
375
$661K 0.01%
14,659
-18,929
13 14
15
16 17