David Rolfe

David Rolfe

Last Update: 05-15-2015

Number of Stocks: 22
Number of New Stocks: 0

Total Value: $7,452 Mil
Q/Q Turnover: 5%

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

David Rolfe Sold 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)
Premium9,521,542660,223
Premium4,086,954589,829
Premium6,622,442574,629
Premium4,349,043541,151
Premium7,709,509480,996
Premium3,501,498444,690
Premium10,436,200432,371
Premium4,262,624355,673
Premium6,961,169347,988
Premium4,194,784299,507
» More Current Portfolio

David Rolfe's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 17.8% 17.8%
Healthcare 13.7% 13.7%
Industrials 13% 13%
Consumer Cyclical 12.9% 12.9%
Technology 9.9% 9.9%
Consumer Defensive 3.5% 3.5%
» More Sector Weightings

David Rolfe's News:

» More Related News


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