David Rolfe

David Rolfe

Last Update: 2014-05-16

Number of Stocks: 21
Number of New Stocks: 2

Total Value: $5,401 Mil
Q/Q Turnover: 17%

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)
Premium4,347,827543,348
Premium957,303513,823
Premium4,959,737372,427
Premium4,677,079368,834
Premium12,876,644352,949
Premium6,666,189337,309
Premium2,326,332282,184
Premium1,777,284264,798
Premium2,217,344251,935
Premium1,494,779231,183
» More Current Portfolio

David Rolfe's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 17.7% 17.7%
Healthcare 17.5% 17.5%
Technology 15.3% 15.3%
Industrials 6.7% 6.7%
Consumer Cyclical 6.2% 6.2%
Consumer Defensive 3.6% 3.6%
» More Sector Weightings

David Rolfe's News:

» More Related News


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