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
$76.9M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$201K
3
+$5.18K
4
JPM icon
JPMorgan Chase
JPM
+$2.46K

Top Sells

1
+$202K
2
+$146K
3
+$108K
4
MSFT icon
Microsoft
MSFT
+$96.7K
5
FDX icon
FedEx
FDX
+$46K

Sector Composition

1 Financials 20.29%
2 Industrials 19.67%
3 Technology 12.65%
4 Consumer Staples 10.16%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$985K 1.28%
6,717
-30
27
$957K 1.24%
4,000
-25
28
$826K 1.07%
10,000
29
$781K 1.02%
5,190
30
$777K 1.01%
38,085
-1,125
31
$767K 1%
3,025
32
$752K 0.98%
6,265
33
$702K 0.91%
11,744
-200
34
$695K 0.9%
4,692
35
$681K 0.89%
11,574
-145
36
$664K 0.86%
2,263
-105
37
$620K 0.81%
2,584
-59
38
$600K 0.78%
2,146
39
$577K 0.75%
13,403
-25
40
$560K 0.73%
2,562
-70
41
$557K 0.72%
3,892
-200
42
$552K 0.72%
2,510
43
$549K 0.71%
2,275
-50
44
$541K 0.7%
939
45
$523K 0.68%
6,084
46
$502K 0.65%
8,650
47
$500K 0.65%
6,396
48
$483K 0.63%
7,125
-40
49
$482K 0.63%
2,750
50
$472K 0.61%
7,975
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