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
$44.7B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$94.1M
3
+$91.5M
4
AMAT icon
Applied Materials
AMAT
+$63.4M
5
MDT icon
Medtronic
MDT
+$55.7M

Top Sells

1
+$252M
2
+$128M
3
+$85.2M
4
AXP icon
American Express
AXP
+$74.7M
5
SLB icon
SLB Ltd
SLB
+$63.8M

Sector Composition

1 Financials 60.09%
2 Healthcare 8.51%
3 Industrials 8.38%
4 Communication Services 5.09%
5 Technology 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.15M 0.01%
37,246
152
$4.6M 0.01%
26,602
153
$4.56M 0.01%
137,296
154
$4.52M 0.01%
3,926
+803
155
$4.49M 0.01%
64,294
156
$4.32M 0.01%
+83,333
157
$4.24M 0.01%
278,636
+145,205
158
$4.19M 0.01%
+47,882
159
$4.19M 0.01%
224,032
160
$4.03M 0.01%
63,500
+6,500
161
$3.81M 0.01%
58,841
162
$3.8M 0.01%
54,532
+22,660
163
$3.69M 0.01%
54,602
+10,234
164
$3.64M 0.01%
175,000
165
$3.64M 0.01%
10,516
166
$3.6M 0.01%
233,793
-101,181
167
$3.59M 0.01%
30,000
-40,000
168
$3.41M 0.01%
55,300
-920,325
169
$3.34M 0.01%
89,530
+18,496
170
$3.28M 0.01%
31,778
+66
171
$3.16M 0.01%
51,760
+9,575
172
$3.12M 0.01%
317,812
173
$2.98M 0.01%
55,200
174
$2.96M 0.01%
17,347
+4,213
175
$2.95M 0.01%
264,550
5 6
7
8 9