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
376
$651K 0.01%
84,175
377
$639K 0.01%
39,233
378
$635K 0.01%
12,197
-9,694
379
$632K 0.01%
5,078
380
$630K 0.01%
16,024
381
$630K 0.01%
45,002
382
$623K 0.01%
5,534
-3,642
383
$616K 0.01%
+60,479
384
$611K 0.01%
103,145
385
$610K 0.01%
245,320
+71,762
386
$609K 0.01%
+26,414
387
$606K 0.01%
146,409
388
$595K 0.01%
3,459
389
$578K 0.01%
24,560
390
$578K 0.01%
19,404
-7,036
391
$568K 0.01%
6,442
-2,784
392
$567K 0.01%
33,073
393
$552K 0.01%
3,100
394
$551K 0.01%
306,087
395
$549K 0.01%
6,375
-4,851
396
$533K 0.01%
12,701
-11,707
397
$530K 0.01%
9,045
398
$525K 0.01%
+2,261
399
$520K 0.01%
+80,581
400
$519K 0.01%
88,928
14 15
16
17 18