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
$5.42B
AUM Growth
-$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$56.4M
2 +$45.2M
3 +$19.5M
4
SHCR
Sharecare, Inc. Class A Common Stock
SHCR
+$2.09M
5
LUNG icon
Pulmonx
LUNG
+$426K

Top Sells

1 +$1.33B

Sector Composition

1 Energy 97.69%
2 Utilities 1.04%
3 Technology 0.83%
4 Healthcare 0.41%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.29B 97.69%
214,026,897
-53,720,040
2
$56.4M 1.04%
+117,995
3
$45.2M 0.83%
+974,125
4
$19.5M 0.36%
+1,111,111
5
$2.09M 0.04%
+254,190
6
$1.83M 0.03%
28,490
7
$426K 0.01%
+11,843