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
76
$36.6M 0.43%
482,659
+479,063
77
$36.4M 0.42%
775,581
-7,534
78
$35.9M 0.42%
+681,862
79
$35.9M 0.42%
332,811
-3,340
80
$35.8M 0.42%
+407,312
81
$35.6M 0.41%
705,854
+1,923
82
$35.4M 0.41%
276,013
+20,553
83
$35.4M 0.41%
619,437
+581,746
84
$35.3M 0.41%
322,086
+106,673
85
$35.3M 0.41%
640,598
-6,273
86
$35.2M 0.41%
634,136
+79,798
87
$35.1M 0.41%
1,321,815
-400,050
88
$35.1M 0.41%
328,253
-172,799
89
$35.1M 0.41%
1,313,548
-24,330
90
$35.1M 0.41%
1,427,484
-84,570
91
$34.9M 0.41%
775,113
-259,716
92
$34.8M 0.4%
+9,370
93
$34.8M 0.4%
+293,102
94
$34.4M 0.4%
369,476
-80,937
95
$34M 0.4%
175,764
+174,646
96
$33.7M 0.39%
+1,748,272
97
$33.7M 0.39%
31,056
-7,558
98
$33.5M 0.39%
892,389
-28,612
99
$33.4M 0.39%
1,844,115
-234,220
100
$33.3M 0.39%
403,939
+2,136
2 3
4
5 6