GGS
Galvin Gaustad & Stein Portfolio holdings
AUM
$1.23B
1-Year Est. Return
14.38%
1 Year Est. Return
+14.38%
AUM
$1.16B
AUM Growth
+$41.9M
(+3.7%)
Holding
201
Top Buys
| 1 | +$12.9M | |
| 2 | +$11.9M | |
| 3 | +$9.74M | |
| 4 |
Mercado Libre
MELI
|
+$9.11M |
| 5 |
CRH
CRH
|
+$9.03M |
Top Sells
| 1 | +$24.3M | |
| 2 | +$19.6M | |
| 3 | +$15.5M | |
| 4 |
Campbell Soup
CPB
|
+$13.4M |
| 5 |
LINE
Lineage Inc
LINE
|
+$11.3M |
Sector Composition
| 1 | Technology | 11.03% |
| 2 | Financials | 10.96% |
| 3 | Healthcare | 10.45% |
| 4 | Consumer Discretionary | 8.89% |
| 5 | Industrials | 6.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Adobe
ADBE
$148B
| – | – |
-830
|
|