GE

General Electric Portfolio holdings

AUM $10.8M
1-Year Est. Return 20.56%
This Quarter Est. Return
1 Year Est. Return
-20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22B
AUM Growth
+$583M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$94.4M
2 +$92.7M
3 +$82.2M
4
META icon
Meta Platforms (Facebook)
META
+$71.9M
5
AMZN icon
Amazon
AMZN
+$59.9M

Top Sells

1 +$242M
2 +$119M
3 +$102M
4
PFE icon
Pfizer
PFE
+$92.8M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$83.6M

Sector Composition

1 Healthcare 16.5%
2 Financials 15.67%
3 Industrials 15.55%
4 Technology 11.49%
5 Energy 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-5,095
227
-201,534