David Rolfe

David Rolfe

Last Update: 11-14-2017

Number of Stocks: 38
Number of New Stocks: 2

Total Value: $2,932 Mil
Q/Q Turnover: 3%

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
11% 8.9% 10.9%
» More Profile & Performance

David Rolfe's Current Portfolio:

» More Current Portfolio

David Rolfe's Sector Weightings:

SectorsSector Weightings (%)
Financial Services 25.3% 25.3%
Consumer Cyclical 19.4% 19.4%
Technology 9.8% 9.8%
Industrials 8.9% 8.9%
Healthcare 8.5% 8.5%
Consumer Defensive 4.5% 4.5%
Utilities 0.1% 0.1%
Communication Services 0.1% 0.1%
Basic Materials 0% 0%
Energy 0% 0%
Real Estate 0% 0%
» More Sector Weightings

David Rolfe's News:

» More Related News

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