WI
Wedgewood Investors Portfolio holdings
AUM
$86.8M
This Quarter Return
-1.97%
1 Year Return
+18.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$76.9M
AUM Growth
+$76.9M
(-3.1%)
Cap. Flow
-$262K
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
37.33%
Holding
95
New
2
Increased
2
Reduced
31
Closed
1
Top Buys
| 1 |
NVIDIA
NVDA
|
$261K |
| 2 |
KeyCorp
KEY
|
$202K |
| 3 |
BP
BP
|
$201K |
| 4 |
JPMorgan Chase
JPM
|
$2.46K |
Top Sells
| 1 |
Vertex Pharmaceuticals
VRTX
|
$202K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$146K |
| 3 |
Erie Indemnity
ERIE
|
$108K |
| 4 |
Microsoft
MSFT
|
$96.7K |
| 5 |
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% |
