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
201
$12.4M 0.14%
167,922
+2,040
202
$12.3M 0.14%
1,006,488
-24,998
203
$12.2M 0.14%
2,734,303
-19,315
204
$12M 0.14%
536,653
-16,337
205
$11.5M 0.13%
468,291
+926
206
$11.3M 0.13%
157,320
-637
207
$11.2M 0.13%
296,659
-1,285
208
$11.2M 0.13%
292,213
-9,040
209
$11.1M 0.13%
108,920
-734
210
$11.1M 0.13%
251,576
-4,846
211
$11M 0.13%
91,148
+11,381
212
$10.9M 0.13%
216,445
-4,609
213
$10.5M 0.12%
730,067
+221,185
214
$10.4M 0.12%
576,224
-4,809
215
$10.1M 0.12%
264,292
-7,237
216
$10M 0.12%
339,007
-9,763
217
$10M 0.12%
288,117
-7,592
218
$9.76M 0.11%
515,735
-17,337
219
$9.67M 0.11%
173,681
-3,827
220
$9.42M 0.11%
81,952
-24,097
221
$9.32M 0.11%
55,266
-16,102
222
$9.25M 0.11%
392,117
-8,153
223
$9.17M 0.11%
208,882
-16,584
224
$9.1M 0.11%
1,348,619
+510,538
225
$9.1M 0.11%
788,868
-14,006
7 8
9
10 11