WP

Wedgewood Partners Portfolio holdings

AUM $548M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.17B
AUM Growth
-$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$8.94M
3
+$3.84M
4
AAPL icon
Apple
AAPL
+$140K
5
T icon
AT&T
T
+$40.1K

Top Sells

1
+$110M
2
+$80.3M
3
+$41.2M
4
EW icon
Edwards Lifesciences
EW
+$28.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$27.3M

Sector Composition

1 Financials 24.02%
2 Consumer Discretionary 17.3%
3 Technology 17.18%
4 Communication Services 11.59%
5 Healthcare 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$509K 0.02%
4,895
-1,062,165
27
$501K 0.02%
8,150
-1,250
28
$461K 0.02%
17,146
+1,490
29
$412K 0.02%
10,951
-165
30
$409K 0.02%
1,250
31
$342K 0.02%
2,500
32
$235K 0.01%
5,656
-813
33
$124K 0.01%
10,250
34
$95K ﹤0.01%
27,321
+3,821
35
– –
-2,425
36
– –
-2,101,136
37
– –
-40,400
1
2