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
526
$224K ﹤0.01%
14,909
-10,154
527
$221K ﹤0.01%
1,725
+4
528
$221K ﹤0.01%
1,141
+31
529
$217K ﹤0.01%
5,855
-4,742
530
$216K ﹤0.01%
2,311
-2,096
531
$216K ﹤0.01%
8,216
-6,426
532
$213K ﹤0.01%
+9,908
533
$212K ﹤0.01%
3,207
-1,031
534
$212K ﹤0.01%
+3,991
535
$209K ﹤0.01%
4,250
-3,224
536
$209K ﹤0.01%
+2,734
537
$208K ﹤0.01%
8,842
-5,625
538
$206K ﹤0.01%
+4,072
539
$205K ﹤0.01%
3,095
540
$204K ﹤0.01%
+753
541
$202K ﹤0.01%
9,103
-3,635
542
$202K ﹤0.01%
4,370
-3,239
543
$201K ﹤0.01%
+487
544
$200K ﹤0.01%
640
545
$200K ﹤0.01%
35,438
546
$198K ﹤0.01%
702
-391
547
$173K ﹤0.01%
76,311
-45,691
548
$160K ﹤0.01%
13,365
-5,045
549
$156K ﹤0.01%
15,618
-10,118
550
$147K ﹤0.01%
19,956
-18,220
20 21
22
23 24