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
$11.9B
AUM Growth
+$5.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$7.41B

Top Sells

1
+$1.79B
2
+$207M
3
+$2.29M
4
PDYN icon
Palladyne AI
PDYN
+$1.22M
5
SHCR
Sharecare, Inc. Class A Common Stock
SHCR
+$407K

Sector Composition

1 Healthcare 62.25%
2 Industrials 37.66%
3 Consumer Discretionary 0.09%
4 Energy 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.41B 62.25%
+90,331,302
2
$4.48B 37.66%
79,711,110
-31,788,890
3
$10.9M 0.09%
5,500,000
4
– –
-7,000,000
5
– –
-11,843
6
– –
-1,111,111
7
– –
-364,404
8
– –
-254,190