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
$96.9M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1 +$208K
2 +$202K
3 +$122K
4
T icon
AT&T
T
+$113K
5
IBM icon
IBM
IBM
+$93.1K

Top Sells

1 +$68.6K
2 +$27.6K
3 +$24.8K
4
SRCL
Stericycle Inc
SRCL
+$23.7K
5
UNP icon
Union Pacific
UNP
+$19.9K

Sector Composition

1 Industrials 10.42%
2 Consumer Staples 8.99%
3 Energy 7.3%
4 Financials 6.24%
5 Technology 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.21%
+1,981
77
$200K 0.21%
3,800