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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
+17.92%
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
$2.79B
AUM Growth
-$1.98B
Cap. Flow
-$2.58B
Cap. Flow %
-92.76%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

1
GEHC icon
GE HealthCare
GEHC
+$2.58B

Sector Composition

1 Healthcare 99.65%
2 Consumer Discretionary 0.35%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEHC icon
1
GE HealthCare
GEHC
$28.7B
$2.78B 99.65%
30,531,302
-31,050,000
-50% -$2.58B
HYLN icon
2
Hyliion Holdings
HYLN
$704M
$9.68M 0.35%
5,500,000
– –
AER icon
3
AerCap
AER
$23.3B
– –
0
– –

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