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
101
$33M 0.38%
228,863
-922
102
$32.6M 0.38%
514,792
+5,043
103
$32.5M 0.38%
795,209
+130,469
104
$32.1M 0.37%
234,736
-19,476
105
$32M 0.37%
+3,620,872
106
$31.5M 0.37%
128,537
-56,581
107
$30.1M 0.35%
256,167
-1,323
108
$30.1M 0.35%
204,651
+8,289
109
$30.1M 0.35%
496,129
-46,345
110
$29.8M 0.35%
1,003,496
+122,467
111
$29.6M 0.34%
518,151
-4,917
112
$29.6M 0.34%
490,195
+49,660
113
$29.6M 0.34%
427,825
-6,729
114
$29.5M 0.34%
651,436
+106,044
115
$29.5M 0.34%
327,927
+45,701
116
$29.4M 0.34%
480,993
+58,376
117
$29.1M 0.34%
822,680
+54,560
118
$29M 0.34%
852,067
-5,737
119
$29M 0.34%
1,833,088
-114,601
120
$28.7M 0.33%
405,756
-7,616
121
$28.1M 0.33%
596,582
-1,261
122
$28.1M 0.33%
425,278
+34,389
123
$27.9M 0.32%
654,526
+15,968
124
$27.9M 0.32%
846,000
+156,044
125
$27.9M 0.32%
966,200
+148,143
3 4
5
6 7