David Rolfe

David Rolfe

Last Update: 02-17-2015

Number of Stocks: 22
Number of New Stocks: 1

Total Value: $7,417 Mil
Q/Q Turnover: 16%

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

David Rolfe Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


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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
25.2% 9.5% 12.2%
» More Profile & Performance

David Rolfe's Current Portfolio:


Ticker Shares Value ($1000)
Premium8,253,896613,512
Premium3,997,425600,213
Premium6,620,076560,522
Premium9,901,736521,425
Premium4,314,062476,186
Premium3,043,781382,360
Premium9,961,501374,154
Premium2,835,367371,660
Premium4,138,543353,473
Premium4,746,336311,027
» More Current Portfolio

David Rolfe's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 17.2% 17.2%
Healthcare 14.6% 14.6%
Industrials 12.6% 12.6%
Consumer Cyclical 12% 12%
Technology 11.5% 11.5%
Consumer Defensive 3.5% 3.5%
» More Sector Weightings

David Rolfe's News:

» More Related News


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