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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
-3.92%
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
$180M
AUM Growth
-$14M
(-7.2%)
Cap. Flow
-$2.54M
Cap. Flow
% of AUM
-1.41%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
–
Reduced
–
Closed
2
Top Buys
| 1 |
LyondellBasell Industries
LYB
|
+$201K |
Top Sells
| 1 |
Veracyte
VCYT
|
+$2.01M |
| 2 |
Syndax Pharmaceuticals
SNDX
|
+$726K |
Sector Composition
| 1 | Healthcare | 71.72% |
| 2 | Industrials | 25.36% |
| 3 | Technology | 2.8% |
| 4 | Materials | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NeoGenomics
NEO
$1.89B
| $129M | 71.49% |
15,000,000
| – | – |
|
|
TPIC
2
DELISTED
TPI Composites
TPIC
| $45.6M | 25.36% |
2,842,829
| – | – |
|
3
SolarEdge
SEDG
$3.32B
| $5.04M | 2.8% |
406,650
| – | – |
|
|
MBAI
4
Check-Cap
MBAI
$7.81M
| $416K | 0.23% |
739
| – | – |
|
|
5
LyondellBasell Industries
LYB
$18.7B
| $205K | 0.11% |
+2,399
| New | +$201K |
|
|
6
Syndax Pharmaceuticals
SNDX
$2.08B
| – | – |
-47,945
| Closed | -$726K |
|
|
7
Veracyte
VCYT
$4.75B
| – | – |
-264,550
| Closed | -$2.01M |
|
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