GGS

Galvin Gaustad & Stein Portfolio holdings

AUM $1.23B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$986M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$9.32M
2 +$8.21M
3 +$7.18M
4
DIS icon
Walt Disney
DIS
+$6M
5
HD icon
Home Depot
HD
+$5.31M

Top Sells

1 +$13.2M
2 +$7.75M
3 +$5.37M
4
WMT icon
Walmart
WMT
+$5.01M
5
UNH icon
UnitedHealth
UNH
+$3.5M

Sector Composition

1 Communication Services 10.49%
2 Healthcare 8.96%
3 Consumer Discretionary 8.41%
4 Consumer Staples 8.41%
5 Financials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,802
177
-5,290
178
-9,086
179
-2,000
180
-4,950
181
-8,428
182
-4,035