David Rolfe

David Rolfe

Last Update: 2014-02-14

Number of Stocks: 21
Number of New Stocks: 0

Total Value: $4,808 Mil
Q/Q Turnover: 8%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

David Rolfe Latest Trades these stocks:



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David Rolfe's Profile:

David Rolfe has been managing Wedgewood's portfolio for 18 years. He studied at University of Missouri and received a degree of B.S.B.A. in Finance/Economics in 1984.



David Rolfe's Performance:

Average Annual Return of Wedgewood Partners
5 Yrs 10 Yrs Since Inception
7.9% 10.5% 11.4%
» More Profile & Performance

David Rolfe's Current Portfolio:


Ticker Shares Value ($1000)
Premium876,762491,881
Premium3,242,774327,455
Premium4,396,586326,447
Premium2,698,966319,989
Premium12,259,831308,335
Premium4,080,938286,645
Premium248,111278,061
Premium2,131,941248,201
Premium1,656,312233,490
Premium1,459,279223,941
» More Current Portfolio

David Rolfe's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 18.9% 18.9%
Healthcare 17.2% 17.2%
Technology 12.3% 12.3%
Consumer Cyclical 6.7% 6.7%
Industrials 6.5% 6.5%
Consumer Defensive 2.6% 2.6%
» More Sector Weightings

David Rolfe's News:

» More Related News


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