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
176
$13.8M 0.16%
255,652
+3,994
177
$13.8M 0.16%
174,706
-28,933
178
$13.7M 0.16%
425,588
+46,639
179
$13.7M 0.16%
156,585
-19,370
180
$13.6M 0.16%
289,518
+90
181
$13.6M 0.16%
98,967
+4,674
182
$13.5M 0.16%
83,220
-803
183
$13.5M 0.16%
242,608
-1,529
184
$13.5M 0.16%
1,236,966
-19,215
185
$13.4M 0.16%
233,336
-13,778
186
$13.4M 0.16%
177,541
-40,614
187
$13.4M 0.16%
23,227
-2,497
188
$13.4M 0.16%
121,455
-8,762
189
$13.3M 0.15%
1,308,984
-1,509
190
$13.3M 0.15%
481,538
-105,259
191
$13.1M 0.15%
400,422
+1,693
192
$13.1M 0.15%
779,145
+60,454
193
$12.9M 0.15%
680,953
-4,360
194
$12.8M 0.15%
247,681
-2,860
195
$12.8M 0.15%
108,682
+9,310
196
$12.8M 0.15%
160,950
-1,597
197
$12.8M 0.15%
165,494
-1,448
198
$12.8M 0.15%
345,250
-3,738
199
$12.8M 0.15%
239,398
-340
200
$12.6M 0.15%
337,355
-2,023
6 7
8
9 10