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
26
$63.6M 0.74%
126,953
+26,918
27
$62.8M 0.73%
606,115
+64,519
28
$61.8M 0.72%
4,250,619
+87,639
29
$61.5M 0.71%
1,083,902
-7,256
30
$60.3M 0.7%
1,198,873
-314,817
31
$60.1M 0.7%
925,489
-861
32
$58.6M 0.68%
793,799
+8,017
33
$58.1M 0.67%
1,932,452
+4,675
34
$57.1M 0.66%
1,941,103
+87,164
35
$53.3M 0.62%
521,470
-3,115
36
$52M 0.6%
922,460
+85,483
37
$50.3M 0.58%
1,838,071
-4,855
38
$49.5M 0.58%
223,730
-7,426
39
$49.3M 0.57%
851,487
-72,430
40
$49.2M 0.57%
4,628,432
+55,534
41
$49.2M 0.57%
399,290
-39,781
42
$48M 0.56%
345,135
-4,958
43
$47.8M 0.56%
370,199
+368,041
44
$46.9M 0.54%
120,147
-11,805
45
$46.5M 0.54%
+124,204
46
$46.3M 0.54%
841,659
+168
47
$46M 0.53%
555,887
+22,583
48
$45.5M 0.53%
236,660
+3,376
49
$45M 0.52%
282,822
+228,715
50
$44.9M 0.52%
282,456
-4,842
1
2
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