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
451
$358K ﹤0.01%
6,678
-6,578
452
$356K ﹤0.01%
6,270
-3,278
453
$356K ﹤0.01%
14,779
454
$352K ﹤0.01%
14,336
-6,766
455
$350K ﹤0.01%
12,247
456
$349K ﹤0.01%
24,087
457
$349K ﹤0.01%
+16,542
458
$349K ﹤0.01%
52,128
459
$345K ﹤0.01%
7,765
-4,454
460
$344K ﹤0.01%
3,487
-1,065
461
$343K ﹤0.01%
7,570
-5,690
462
$343K ﹤0.01%
41,716
463
$335K ﹤0.01%
32,279
464
$330K ﹤0.01%
1,427
-581
465
$328K ﹤0.01%
900
-593
466
$328K ﹤0.01%
11,679
-6,098
467
$328K ﹤0.01%
140,108
468
$327K ﹤0.01%
3,011
-28
469
$322K ﹤0.01%
6,339
-4,001
470
$321K ﹤0.01%
7,872
-3,608
471
$320K ﹤0.01%
3,830
472
$319K ﹤0.01%
+75,738
473
$319K ﹤0.01%
+37,340
474
$318K ﹤0.01%
13,225
-7,935
475
$318K ﹤0.01%
5,889
-4,684
17 18
19
20 21