WI
Wedgewood Investors Portfolio holdings
AUM
$86.8M
This Quarter Return
+13.4%
1 Year Return
+18.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91.6M
AUM Growth
+$91.6M
(+8.7%)
Cap. Flow
-$2.69M
Cap. Flow
% of AUM
-2.94%
Top 10 Holdings %
Top 10 Hldgs %
41.41%
Holding
102
New
6
Increased
17
Reduced
25
Closed
2
Top Buys
| 1 |
Sherwin-Williams
SHW
|
$223K |
| 2 |
Clorox
CLX
|
$216K |
| 3 |
American Express
AXP
|
$206K |
| 4 |
Blackstone
BX
|
$202K |
| 5 |
Paychex
PAYX
|
$202K |
Top Sells
| 1 |
Erie Indemnity
ERIE
|
$2.65M |
| 2 |
Intel
INTC
|
$530K |
| 3 |
Equifax
EFX
|
$220K |
| 4 |
Shell
SHEL
|
$217K |
| 5 |
Apple
AAPL
|
$69.9K |
Sector Composition
| 1 | Financials | 22.02% |
| 2 | Industrials | 17.65% |
| 3 | Technology | 14.86% |
| 4 | Consumer Staples | 9.65% |
| 5 | Healthcare | 5.88% |
