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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
+10.47%
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
$9.68B
AUM Growth
+$910M
Cap. Flow
-$5.4M
Cap. Flow %
-0.06%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

1
STIM icon
Neuronetics
STIM
+$5.4M

Sector Composition

1 Energy 99.98%
2 Industrials 0.02%
3 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKR icon
1
Baker Hughes
BKR
$56.8B
$9.67B 99.98%
377,427,884
– –
GE icon
2
GE Aerospace
GE
$376B
$1.58M 0.02%
28,490
– –
STIM icon
3
Neuronetics
STIM
$128M
$633K 0.01%
140,902
-868,764
-86% -$5.4M

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