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
$175M
AUM Growth
-$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$2.7M
2 +$1.19M
3 +$137K

Sector Composition

1 Healthcare 69.89%
2 Energy 29.02%
3 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$122M 69.89%
15,000,000
2
$36.2M 20.64%
5,014,330
-374,694
3
$14.7M 8.38%
2,969,350
-241,771
4
$1.91M 1.09%
29,630
5
-657