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GE

General Electric Portfolio holdings

AUM $308M
1-Year Est. Return 40.86%
This Fund
S&P 500
This Quarter Est. Return
+3.91%
1 Year Est. Return
-40.86%
3 Year Est. Return
-56.6%
5 Year Est. Return
-21.02%
10 Year Est. Return
+4.79%
AUM
$38.6B
AUM Growth
+$16.7B
Cap. Flow
+$16.4B
Cap. Flow %
42.31%
Top 10 Hldgs %
60.04%
Holding
228
New
15
Increased
44
Reduced
119
Closed
12

Top Buys

1
SYF icon
Synchrony
SYF
+$17.2B
2
AGN
Allergan plc
AGN
+$216M
3
STT icon
State Street
STT
+$84.9M
4
TGT icon
Target
TGT
+$81.7M
5
C icon
Citigroup
C
+$64.5M

Top Sells

1
GILD icon
Gilead Sciences
GILD
+$179M
2
BIDU icon
Baidu
BIDU
+$120M
3
TWX
Time Warner Inc
TWX
+$114M
4
ORCL icon
Oracle
ORCL
+$112M
5
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
+$81.2M

Sector Composition

1 Financials 54.19%
2 Healthcare 9.49%
3 Industrials 8.47%
4 Technology 6.15%
5 Communication Services 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LO
226
DELISTED
LORILLARD INC COM STK
LO
– –
-31,842
Closed -$1.94M
ROC
227
DELISTED
ROCKWOOD HLDGS INC
ROC
– –
-181,765
Closed -$13.8M
ITMN
228
DELISTED
INTERMUNE INC
ITMN
– –
-90,587
Closed -$4M
6 7 8 9
10

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