WI

Wedgewood Investors Portfolio holdings

AUM $86.8M
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$223K
2
+$65.9K
3
+$4.89K
4
JNJ icon
Johnson & Johnson
JNJ
+$4.87K
5
ERIE icon
Erie Indemnity
ERIE
+$410

Top Sells

1
+$1.24M
2
+$18.9K
3
+$13.9K
4
PG icon
Procter & Gamble
PG
+$11.7K
5
UNP icon
Union Pacific
UNP
+$9.54K

Sector Composition

1 Industrials 9.77%
2 Consumer Staples 7.19%
3 Financials 6.88%
4 Energy 5.27%
5 Technology 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$549K 0.52%
5,661
27
$548K 0.52%
4,828
28
$529K 0.51%
4,610
29
$527K 0.5%
16,573
30
$508K 0.49%
3,986
31
$490K 0.47%
3,173
32
$481K 0.46%
5,500
33
$478K 0.46%
14,219
-562
34
$478K 0.46%
35,034
35
$477K 0.46%
3,565
36
$456K 0.44%
17,200
-47
37
$452K 0.43%
3,268
38
$445K 0.43%
9,600
39
$424K 0.4%
3,392
-4
40
$408K 0.39%
43,200
41
$405K 0.39%
7,108
42
$396K 0.38%
4,914
43
$394K 0.38%
4,117
44
$389K 0.37%
9,850
45
$367K 0.35%
3,603
46
$365K 0.35%
9,764
+1,764
47
$363K 0.35%
5,522
48
$362K 0.35%
3,126
49
$355K 0.34%
3,375
50
$346K 0.33%
5,124
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