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
476
$318K ﹤0.01%
4,359
-3,027
477
$317K ﹤0.01%
9,573
-7,893
478
$315K ﹤0.01%
42,654
479
$314K ﹤0.01%
20,555
480
$311K ﹤0.01%
21,989
481
$311K ﹤0.01%
234,163
482
$308K ﹤0.01%
3,652
-2,784
483
$303K ﹤0.01%
98,300
484
$301K ﹤0.01%
9,915
-8,888
485
$301K ﹤0.01%
1,045
+8
486
$298K ﹤0.01%
+4,959
487
$296K ﹤0.01%
13,645
488
$288K ﹤0.01%
8,032
-1,762
489
$283K ﹤0.01%
1,670
+53
490
$282K ﹤0.01%
3,491
-2,146
491
$281K ﹤0.01%
12,787
-644,492
492
$277K ﹤0.01%
1,460
-1,019
493
$274K ﹤0.01%
1,973
-80
494
$270K ﹤0.01%
3,415
-2,515
495
$270K ﹤0.01%
6,432
-3,597
496
$269K ﹤0.01%
924
-11
497
$268K ﹤0.01%
7,361
-3,649
498
$268K ﹤0.01%
+4,733
499
$267K ﹤0.01%
1,648
+54
500
$265K ﹤0.01%
7,530
-4,584
18 19
20
21 22