WP

Wedgewood Partners Portfolio holdings

AUM $515M
1-Year Est. Return 17.85%
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$3.22M

Top Sells

1
+$75.2M
2
+$33.4M
3
+$30.9M
4
EW icon
Edwards Lifesciences
EW
+$30.7M
5
V icon
Visa
V
+$29.6M

Sector Composition

1 Financials 24.69%
2 Consumer Discretionary 23.8%
3 Communication Services 13.5%
4 Healthcare 12.91%
5 Industrials 12.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$744K 0.05%
31,445
27
$543K 0.04%
12,635
-185
28
$513K 0.04%
6,400
29
$507K 0.04%
6,900
-500
30
$476K 0.03%
1,250
31
$445K 0.03%
5,250
32
$441K 0.03%
2,500
33
$340K 0.02%
6,275
34
$337K 0.02%
8,438
35
$322K 0.02%
4,675
-2,925
36
$48K ﹤0.01%
23,000
1
2