GE

General Electric Portfolio holdings

AUM $7.26M
1-Year Est. Return 35.7%
This Quarter Est. Return
1 Year Est. Return
-35.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$205K

Top Sells

1 +$2.01M
2 +$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
$129M 71.49%
15,000,000
2
$45.6M 25.36%
2,842,829
3
$5.04M 2.8%
406,650
4
$416K 0.23%
739
5
$205K 0.11%
+2,399
6
-47,945
7
-264,550