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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
-11.56%
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
$6.13B
AUM Growth
-$3.85B
Cap. Flow
-$2.98B
Cap. Flow %
-48.61%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

1
AER icon
AerCap
AER
+$2.98B

Sector Composition

1 Healthcare 68.35%
2 Industrials 31.55%
3 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEHC icon
1
GE HealthCare
GEHC
$28.7B
$4.19B 68.35%
61,581,302
– –
AER icon
2
AerCap
AER
$23.3B
$1.93B 31.55%
30,859,358
-47,338,826
-61% -$2.98B
HYLN icon
3
Hyliion Holdings
HYLN
$704M
$6.49M 0.11%
5,500,000
– –

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