GPI

General Partner Inc Portfolio holdings

AUM $182M
1-Year Est. Return 16.67%
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$115K
2 +$23.1K

Top Sells

1 +$1.01M
2 +$912K
3 +$400K
4
AMZN icon
Amazon
AMZN
+$382K
5
MCO icon
Moody's
MCO
+$174K

Sector Composition

1 Financials 26.9%
2 Technology 24.74%
3 Consumer Discretionary 7.58%
4 Communication Services 6.09%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$32.9K 0.03%
1,250
102
$28K 0.02%
126
103
$20.7K 0.02%
300
-304
104
$15.7K 0.01%
750
105
$10.8K 0.01%
208
106
$9.99K 0.01%
117
107
$9.51K 0.01%
184
108
$9.4K 0.01%
138
109
$8.71K 0.01%
167
110
$8.56K 0.01%
90
111
$8.47K 0.01%
159
112
$7.74K 0.01%
66
113
$7.69K 0.01%
136
114
$7.25K 0.01%
288
115
$7.19K 0.01%
38
116
$7.16K 0.01%
85
117
$6.85K 0.01%
218
118
$6.82K 0.01%
110
119
$6.32K 0.01%
107
120
$5.83K ﹤0.01%
150
121
$5.5K ﹤0.01%
148
122
$5.47K ﹤0.01%
48
123
$5.22K ﹤0.01%
158
124
$4.58K ﹤0.01%
51
125
$3.62K ﹤0.01%
122