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
$75.9M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$432K
3
+$393K
4
LLY icon
Eli Lilly
LLY
+$311K
5
USB icon
US Bancorp
USB
+$310K

Top Sells

1
+$300K
2
+$258K
3
+$248K
4
SWK icon
Stanley Black & Decker
SWK
+$207K
5
AMZN icon
Amazon
AMZN
+$203K

Sector Composition

1 Financials 20.25%
2 Industrials 19.13%
3 Consumer Staples 11.22%
4 Technology 9.98%
5 Healthcare 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$435K 0.57%
1,975
52
$424K 0.56%
23,049
-1,466
53
$413K 0.54%
5,713
54
$411K 0.54%
6,086
55
$406K 0.53%
3,899
56
$394K 0.52%
2,025
57
$393K 0.52%
+2,432
58
$385K 0.51%
700
59
$368K 0.48%
2,741
60
$348K 0.46%
625
61
$347K 0.46%
12,930
62
$334K 0.44%
4,083
63
$319K 0.42%
10,000
64
$316K 0.42%
939
65
$311K 0.41%
+849
66
$310K 0.41%
+7,107
67
$309K 0.41%
+1,293
68
$289K 0.38%
1,000
69
$285K 0.38%
6,030
70
$284K 0.37%
2,905
71
$263K 0.35%
+1,228
72
$259K 0.34%
+1,639
73
$257K 0.34%
7,362
74
$256K 0.34%
1,848
75
$256K 0.34%
1,337
1 2
3
4