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
$165M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$8.03M
2 +$5.04M
3 +$205K

Sector Composition

1 Healthcare 72.07%
2 Industrials 27.93%
3 Materials 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$118M 71.84%
15,000,000
2
$46M 27.93%
2,420,605
-422,224
3
$380K 0.23%
739
4
-2,399
5
-406,650