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
401
$517K 0.01%
35,977
402
$515K 0.01%
12,239
-7,414
403
$514K 0.01%
+3,212
404
$509K 0.01%
17,800
405
$502K 0.01%
31,703
-37
406
$485K 0.01%
11,237
-2,642
407
$483K 0.01%
24,079
-6,291
408
$483K 0.01%
1,624
-1,245
409
$480K 0.01%
38,442
-32,019
410
$478K 0.01%
5,226
-3,566
411
$478K 0.01%
4,952
-455,630
412
$472K 0.01%
2,500
-1,386
413
$467K 0.01%
9,065
-282
414
$463K 0.01%
11,274
-5,404
415
$457K 0.01%
91,120
416
$455K 0.01%
5,299
-3,088
417
$455K 0.01%
6,239
-3,379
418
$450K 0.01%
5,602
419
$444K 0.01%
9,303
-5,548
420
$444K 0.01%
9,979
-5,796
421
$442K 0.01%
52,565
422
$431K 0.01%
1,132
423
$431K 0.01%
30,197
-22,191
424
$427K 0.01%
10,893
-6,430
425
$426K 0.01%
15,532
15 16
17
18 19