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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
+20.8%
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
$1.26B
AUM Growth
-$1.13B
Cap. Flow
-$1.45B
Cap. Flow %
-114.9%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

1
GEHC icon
GE HealthCare
GEHC
+$1.45B

Sector Composition

1 Healthcare 98.92%
2 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEHC icon
1
GE HealthCare
GEHC
$28.7B
$1.25B 98.92%
13,281,302
-17,250,000
-56% -$1.45B
HYLN icon
2
Hyliion Holdings
HYLN
$704M
$13.6M 1.08%
5,500,000
– –

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