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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
+5.96%
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
$9.98B
AUM Growth
-$1.92B
Cap. Flow
-$2.38B
Cap. Flow %
-23.86%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
2
Closed
–

Top Buys

No buys this quarter

Top Sells

1
GEHC icon
GE HealthCare
GEHC
+$2.29B
2
AER icon
AerCap
AER
+$87.3M

Sector Composition

1 Healthcare 50.13%
2 Industrials 49.78%
3 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEHC icon
1
GE HealthCare
GEHC
$28.7B
$5B 50.13%
61,581,302
-28,750,000
-32% -$2.29B
AER icon
2
AerCap
AER
$23.3B
$4.97B 49.78%
78,198,184
-1,512,926
-2% -$87.3M
HYLN icon
3
Hyliion Holdings
HYLN
$704M
$9.19M 0.09%
5,500,000
– –

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