David Rolfe

David Rolfe

Last Update: 11-16-2015

Number of Stocks: 24
Number of New Stocks: 2

Total Value: $6,869 Mil
Q/Q Turnover: 9%

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

David Rolfe Bought 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)
» More Current Portfolio

David Rolfe's Sector Weightings:

SectorsSector Weightings (%)
Financial Services 21.3% 21.3%
Consumer Cyclical 13% 13%
Industrials 12.3% 12.3%
Healthcare 10.7% 10.7%
Technology 9.8% 9.8%
Consumer Defensive 6.1% 6.1%
» More Sector Weightings

David Rolfe's News:

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