GE
General Electric Portfolio holdings
AUM
$7.26M
1-Year Return
35.7%
This Quarter Return
-6.36%
1 Year Return
-35.7%
3 Year Return
+17.29%
5 Year Return
+76.77%
10 Year Return
+83.57%
AUM
$42B
AUM Growth
-$2.65B
(-5.9%)
Cap. Flow
+$386M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
66.42%
Holding
228
New
14
Increased
94
Reduced
60
Closed
15
Top Buys
| 1 |
PayPal
PYPL
|
$140M |
| 2 |
Bank of America
BAC
|
$108M |
| 3 |
Occidental Petroleum
OXY
|
$89.7M |
| 4 |
Dominion Energy
D
|
$75.6M |
| 5 |
Johnson & Johnson
JNJ
|
$59.3M |
Top Sells
| 1 |
eBay
EBAY
|
$138M |
| 2 |
Citigroup
C
|
$103M |
| 3 |
Exxon Mobil
XOM
|
$62.4M |
| 4 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$51.1M |
| 5 |
Qualcomm
QCOM
|
$45.2M |
Sector Composition
| 1 | Financials | 60.88% |
| 2 | Healthcare | 8.32% |
| 3 | Industrials | 8.2% |
| 4 | Communication Services | 5.25% |
| 5 | Technology | 4.63% |