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GE Insurance Plan Trust Portfolio holdings
AUM
$19.9M
This Fund
S&P 500
This Quarter Est. Return
+6.69%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$19.9M
AUM Growth
–
Cap. Flow
+$19.1M
Cap. Flow % of AUM
Cap. Flow %
95.92%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GE Aerospace
GE
|
+$19.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
GE Aerospace
GE
$335B
| $19.9M | 100% |
+131,466
| New | +$19.1M |
2016 Q4
0 quarters
|
|
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GE Insurance Plan Trust's Q4 2016 Portfolio in Review
Q4 2016 is the first quarter with a 13F filing on record for GE Insurance Plan Trust, which disclosed 1 position worth $19.9M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is GE Aerospace: 131,466 shares worth $19.9M.
By sector, the portfolio is most concentrated in Industrials at 100% of assets.
- GE Insurance Plan Trust's largest Q4 2016 buy was GE Aerospace: 131,466 shares worth $19.9M.
- GE Insurance Plan Trust's ten largest holdings make up 100% of its $19.9M portfolio in Q4 2016.
- GE Insurance Plan Trust disclosed 1 position in Q4 2016, its first 13F filing on record.
Based on GE Insurance Plan Trust's 13F filing for Q4 2016, filed 13 Feb 2017.