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
51
$461K 0.6%
4,542
-133
52
$450K 0.58%
2,807
-85
53
$449K 0.58%
2,741
+15
54
$438K 0.57%
1,120
55
$423K 0.55%
6,854
56
$414K 0.54%
2,770
-10
57
$411K 0.53%
1
58
$408K 0.53%
1,975
59
$400K 0.52%
700
60
$398K 0.52%
3,315
61
$376K 0.49%
1,050
62
$365K 0.47%
10,000
-300
63
$360K 0.47%
13,145
64
$357K 0.46%
2,905
65
$356K 0.46%
4,083
66
$346K 0.45%
16,690
+250
67
$331K 0.43%
1,491
68
$307K 0.4%
2,114
69
$304K 0.4%
1,500
70
$301K 0.39%
2,620
71
$294K 0.38%
6,330
72
$279K 0.36%
2,100
73
$279K 0.36%
11,132
74
$273K 0.35%
3,899
75
$264K 0.34%
1,205
-210
1 2
3
4