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
$194M
AUM Growth
-$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$60.4M

Top Sells

1 +$1.34B
2 +$619M
3 +$518M
4
AMGN icon
Amgen
AMGN
+$476M
5
PEP icon
PepsiCo
PEP
+$453M

Sector Composition

1 Healthcare 65.21%
2 Industrials 31.18%
3 Technology 3.61%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-73,374
202
-39,527
203
-2,776,202
204
-814,165
205
-2,592,766
206
-2,168,023
207
-649,338
208
-90,000
209
-378,416