GCM

Geneva Capital Management Portfolio holdings

AUM $5.97B
1-Year Est. Return 13.09%
This Quarter Est. Return
1 Year Est. Return
+13.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.18B
AUM Growth
-$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$32M
3
+$28.3M
4
PRFT
Perficient Inc
PRFT
+$16.4M
5
STAA icon
STAAR Surgical
STAA
+$12.7M

Top Sells

1
+$122M
2
+$17.6M
3
+$12.1M
4
EPAY
Bottomline Technologies Inc
EPAY
+$9.18M
5
EPAM icon
EPAM Systems
EPAM
+$6.82M

Sector Composition

1 Technology 33.56%
2 Industrials 23.45%
3 Healthcare 19.01%
4 Consumer Discretionary 8.31%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.2M 0.02%
+4,971
127
$1.17M 0.02%
11,608
-29,047
128
$1.07M 0.02%
18,845
+456
129
– –
-53,639
130
– –
-11,513
131
– –
-1,885,205
2 3 4 5
6