David Rolfe

David Rolfe

Last Update: 2014-08-14

Number of Stocks: 22
Number of New Stocks: 0

Total Value: $5,734 Mil
Q/Q Turnover: 9%

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)
Premium6,026,684560,060
Premium4,048,166512,336
Premium4,897,789387,905
Premium5,526,574383,157
Premium13,965,839367,860
Premium7,094,047346,970
Premium2,435,410302,113
Premium2,393,147283,396
Premium7,846,843268,284
Premium2,159,911254,761
» More Current Portfolio

David Rolfe's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 17.7% 17.7%
Healthcare 14.9% 14.9%
Technology 14% 14%
Consumer Cyclical 8.4% 8.4%
Industrials 7.6% 7.6%
Consumer Defensive 3.9% 3.9%
» More Sector Weightings

David Rolfe's News:

» More Related News


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