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
51
$44.9M 0.52%
461,201
-34,872
52
$44.6M 0.52%
653,871
+58,880
53
$44.5M 0.52%
429,882
-63,170
54
$44.4M 0.52%
260,769
-21,248
55
$44.4M 0.52%
360,412
-14,736
56
$44M 0.51%
210,179
+2,722
57
$44M 0.51%
7,070,359
+35,173
58
$43.6M 0.51%
848,775
-14,568
59
$43.3M 0.5%
655,548
+34,903
60
$42.6M 0.5%
862,004
+49,676
61
$42.6M 0.49%
140,192
+138,120
62
$41.3M 0.48%
1,417,493
-14,671
63
$41.3M 0.48%
825,040
-1,031
64
$41M 0.48%
1,046,038
+30,395
65
$39M 0.45%
584,367
-3,497
66
$39M 0.45%
1,321,933
-12,043
67
$38.9M 0.45%
256,407
+21,563
68
$38.4M 0.45%
192,229
-66,719
69
$38.2M 0.44%
184,445
+11,276
70
$37.9M 0.44%
1,035,924
+1,009,296
71
$37.3M 0.43%
433,307
+23,027
72
$37M 0.43%
158,830
+13,231
73
$36.9M 0.43%
285,497
+39,609
74
$36.8M 0.43%
413,866
-89,476
75
$36.7M 0.43%
484,934
+47,265
1 2
3
4 5