We are live on ! Find out more
GE

General Electric Portfolio holdings

AUM $308M
1-Year Est. Return 40.86%
This Fund
S&P 500
This Quarter Est. Return
+5.82%
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
$1.47B
AUM Growth
+$1.43B
Cap. Flow
+$1.39B
Cap. Flow %
94.74%
Top 10 Hldgs %
100%
Holding
5
New
2
Increased
–
Reduced
1
Closed
–

Top Buys

1
WAB icon
Wabtec
WAB
+$1.37B
2
STIM icon
Neuronetics
STIM
+$18.3M

Top Sells

1
GE icon
GE Aerospace
GE
+$53.7K

Sector Composition

1 Industrials 95.72%
2 Energy 3.13%
3 Healthcare 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WAB icon
1
Wabtec
WAB
$44.1B
$1.4B 95.62%
+19,018,207
New +$1.37B
TELL
2
DELISTED
Tellurian Inc.
TELL
$30.6M 2.09%
2,733,925
– –
STIM icon
3
Neuronetics
STIM
$128M
$16.9M 1.15%
+1,106,652
New +$18.3M
NEXT icon
4
NextDecade
NEXT
$2.02B
$15.3M 1.04%
2,770,651
– –
GE icon
5
GE Aerospace
GE
$376B
$1.42M 0.1%
28,490
-1,140
-4% -$53.7K

Similar funds

BBWA
Bell & Brown Wealth Advisors Newport Beach, California $308M AUM 36.32% 1-Year Est. Return
EWM
Elite Wealth Management Kirkland, Washington $308M AUM 30.88% 1-Year Est. Return
AC
Alfreton Capital Radlett, Hertfordshire, United Kingdom $308M AUM 10.23% 1-Year Est. Return
PC
Pecaut & Co Sioux City, Iowa $308M AUM 15.9% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $308M AUM 19.08% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return