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
501
$262K ﹤0.01%
12,933
-8,078
502
$260K ﹤0.01%
+2,508
503
$258K ﹤0.01%
8,478
-6,696
504
$258K ﹤0.01%
14,656
-13,260
505
$257K ﹤0.01%
2,986
+21
506
$256K ﹤0.01%
16,442
507
$255K ﹤0.01%
16,432
-14,484
508
$244K ﹤0.01%
2,837
-2,302
509
$244K ﹤0.01%
16,978
-20,055
510
$244K ﹤0.01%
17,289
-9,939
511
$243K ﹤0.01%
7,847
-4,366
512
$243K ﹤0.01%
3,428
-2,519
513
$242K ﹤0.01%
+175,276
514
$242K ﹤0.01%
17,853
-8,062
515
$242K ﹤0.01%
2,740
516
$242K ﹤0.01%
14,456
+1,109
517
$237K ﹤0.01%
25,023
-16,457
518
$237K ﹤0.01%
16,616
519
$236K ﹤0.01%
5,557
-3,462
520
$234K ﹤0.01%
2,090
+68
521
$231K ﹤0.01%
8,380
-420
522
$231K ﹤0.01%
2,888
-2,046
523
$229K ﹤0.01%
6,537
-5,898
524
$228K ﹤0.01%
5,350
-1,424
525
$227K ﹤0.01%
14,546
-4,583
19 20
21
22 23