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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
+5.24%
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
$14.4M
AUM Growth
-$1.25B
Cap. Flow
-$1.13B
Cap. Flow %
-7,864.39%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
1

Top Buys

No buys this quarter

Top Sells

1
GEHC icon
GE HealthCare
GEHC
+$1.13B

Sector Composition

1 Consumer Discretionary 100%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYLN icon
1
Hyliion Holdings
HYLN
$704M
$14.4M 100%
5,500,000
– –
GEHC icon
2
GE HealthCare
GEHC
$28.7B
– –
-13,281,302
Closed -$1.13B

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