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
151
$16.9M 0.2%
1,380,148
+145,876
152
$16.7M 0.19%
140,950
-1,087
153
$16.6M 0.19%
415,438
+97,586
154
$16.5M 0.19%
491,670
+2,816
155
$16.2M 0.19%
271,732
-1,684
156
$16.1M 0.19%
346,604
-1,940
157
$15.8M 0.18%
217,025
-54,834
158
$15.5M 0.18%
923,516
+129,212
159
$14.9M 0.17%
71,833
-856
160
$14.9M 0.17%
212,219
-2,461
161
$14.8M 0.17%
1,299,964
+338,862
162
$14.4M 0.17%
+531,001
163
$14.3M 0.17%
129,221
-183,448
164
$14.3M 0.17%
78,978
-682
165
$14.1M 0.16%
113,366
-112
166
$14.1M 0.16%
96,670
-5,953
167
$14.1M 0.16%
134,259
-819
168
$14M 0.16%
185,240
-8,824
169
$14M 0.16%
336,373
-6,950
170
$14M 0.16%
267,664
-2,275
171
$14M 0.16%
209,025
+2,012
172
$13.9M 0.16%
11,778
-1,353
173
$13.9M 0.16%
157,254
-3,338
174
$13.9M 0.16%
131,944
+5,773
175
$13.9M 0.16%
264,183
-6,552
5 6
7
8 9