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
$65M
AUM Growth
-$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$48.6K
3
+$87
4
ORCL icon
Oracle
ORCL
+$61

Top Sells

1
+$695K
2
+$569K
3
+$266K
4
QCOM icon
Qualcomm
QCOM
+$221K
5
NKE icon
Nike
NKE
+$216K

Sector Composition

1 Financials 20.02%
2 Industrials 19.36%
3 Consumer Staples 10.92%
4 Technology 10.5%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.32%
7,362
77
$207K 0.32%
2,750
78
$206K 0.32%
16,940
79
$204K 0.31%
2,375
80
$203K 0.31%
+1,800
81
$202K 0.31%
1,320
82
$3K ﹤0.01%
88
83
– –
-1,175
84
– –
-2,114
85
– –
-1,731
86
– –
-3,900
87
– –
-2,948
88
– –
-1,905
1 2 3
4