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
126
$27.4M 0.32%
337,884
-40,096
127
$26M 0.3%
387,088
-6,370
128
$24.3M 0.28%
2,363,697
-2,413,337
129
$23.7M 0.28%
647,426
-8,298
130
$22.5M 0.26%
411,417
-5,114
131
$21.6M 0.25%
546,152
+117,364
132
$20.9M 0.24%
910,129
-20,738
133
$20.7M 0.24%
236,949
-1,207
134
$20.4M 0.24%
338,471
+103,268
135
$19.9M 0.23%
438,738
+142,571
136
$19.8M 0.23%
+520,616
137
$19.7M 0.23%
316,588
+107,343
138
$19.6M 0.23%
569,502
+206,392
139
$19.6M 0.23%
259,777
+41,808
140
$19.3M 0.22%
+1,480,634
141
$19.1M 0.22%
204,063
+61,549
142
$19M 0.22%
241,799
+73,972
143
$17.7M 0.21%
162,605
-1,010
144
$17.7M 0.21%
310,693
+38,508
145
$17.6M 0.2%
337,843
+40,254
146
$17.4M 0.2%
246,658
+23,962
147
$17.4M 0.2%
1,032,903
-12,333
148
$17.2M 0.2%
452,706
+43,281
149
$17M 0.2%
257,954
-5,737
150
$17M 0.2%
288,178
+17,740
4 5
6
7 8