David Rolfe

David Rolfe

Last Update: 05-15-2017

Number of Stocks: 37
Number of New Stocks: 3

Total Value: $3,883 Mil
Q/Q Turnover: 10%

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
11.3% 8.1% 11.2%
» More Profile & Performance

David Rolfe's Current Portfolio:


Ticker Shares Value ($1000)
Premium2,184,391364,093
Premium2,219,605318,867
Premium3,096,398281,183
Premium146,628260,992
Premium2,867,005254,789
Premium298,664253,206
Premium4,081,972234,059
Premium2,880,003224,926
Premium4,896,461210,644
Premium1,575,658182,019
» More Current Portfolio

David Rolfe's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 25.3% 25.3%
Consumer Cyclical 17.3% 17.3%
Consumer Defensive 11% 11%
Industrials 10.5% 10.5%
Technology 7.4% 7.4%
Healthcare 3.6% 3.6%
Utilities 0.1% 0.1%
Real Estate 0% 0%
Communication Services 0% 0%
Basic Materials 0% 0%
» More Sector Weightings

David Rolfe's News:

» More Related News


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