GP
Gallo Partners Portfolio holdings
AUM
$133M
1-Year Est. Return
34.95%
1 Year Est. Return
+34.95%
AUM
$153M
AUM Growth
+$3.07M
(+2%)
Holding
85
Top Buys
| 1 | +$7.96M | |
| 2 | +$7.38M | |
| 3 | +$6.3M | |
| 4 |
Cintas
CTAS
|
+$6.01M |
| 5 |
DTE Energy
DTE
|
+$4.93M |
Top Sells
| 1 | +$7.14M | |
| 2 | +$6.33M | |
| 3 | +$6.32M | |
| 4 |
FirstEnergy
FE
|
+$5.42M |
| 5 |
Vulcan Materials
VMC
|
+$5.32M |
Sector Composition
| 1 | Industrials | 55.54% |
| 2 | Utilities | 18.01% |
| 3 | Energy | 10.65% |
| 4 | Materials | 6.94% |
| 5 | Financials | 2.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
nVent Electric
NVT
$17.2B
| – | – |
-37,875
|
|
||
77
Ovintiv
OVV
$9.92B
| – | – |
-30,954
|
|
||
78
PG&E
PCG
$36.2B
| – | – |
-189,941
|
|
||
79
Powell Industries
POWL
$3.98B
| – | – |
-1,272
|
|
||
80
SPDR S&P 500 ETF Trust
SPY
$667B
| – | – |
-4,925
|
|
||
81
Trane Technologies
TT
$92.7B
| – | – |
-18,761
|
|
||
|
82
Vulcan Materials
VMC
$37.1B
| – | – |
-22,783
|
|
||
83
Vertiv
VRT
$65.4B
| – | – |
-6,735
|
|
||
84
Wabtec
WAB
$34.9B
| – | – |
-18,642
|
|
||
85
Advanced Drainage Systems
WMS
$11.2B
| – | – |
-28,922
|
|