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David Rolfe

David Rolfe

Last Update: 2013-05-16

Number of Stocks: 22
Number of New Stocks: 0

Total Value: $2,918 Mil
Q/Q Turnover: 22%

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

David Rolfe Bought :



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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
8.1% 10.5% 11.5%
» More Profile & Performance

David Rolfe's Current Portfolio:


Ticker Shares Value ($1000)
Premium638,033282,432
Premium1,946,211202,795
Premium2,981,074199,583
Premium226,535179,912
Premium2,909,120167,711
Premium1,854,397142,065
Premium1,193,801138,254
Premium1,826,581131,514
Premium697,982118,545
Premium1,094,931116,260
» More Current Portfolio

David Rolfe's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 18.3% 18.3%
Healthcare 17.3% 17.3%
Technology 16.2% 16.2%
Consumer Cyclical 7.1% 7.1%
Industrials 6.6% 6.6%
Consumer Defensive 2.9% 2.9%
» More Sector Weightings

David Rolfe's News:

» More Related News


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