WI
Wedgewood Investors Portfolio holdings
AUM $86.8M
1-Year Return
18.74%
This Quarter Return
+5.26%
1 Year Return
+18.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$70M
AUM Growth
+$2.96M
(+4.4%)
Cap. Flow
+$180K
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
37.96%
Holding
91
New
5
Increased
5
Reduced
22
Closed
3
Top Buys
| 1 |
Truist Financial
TFC
|
+$239K |
| 2 |
Western Union
WU
|
+$220K |
| 3 |
Vertex Pharmaceuticals
VRTX
|
+$219K |
| 4 |
Nike
NKE
|
+$214K |
| 5 |
W.W. Grainger
GWW
|
+$212K |
Top Sells
| 1 |
GWR
Genesee & Wyoming Inc.
GWR
|
+$254K |
| 2 |
CELG
Celgene Corp
CELG
|
+$245K |
| 3 |
Travelers Companies
TRV
|
+$202K |
| 4 |
Exxon Mobil
XOM
|
+$134K |
| 5 |
Chevron
CVX
|
+$37.3K |
Sector Composition
| 1 | Financials | 20.7% |
| 2 | Industrials | 19.78% |
| 3 | Consumer Staples | 11.38% |
| 4 | Technology | 9.41% |
| 5 | Energy | 6.48% |
