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
$5.3B
AUM Growth
+$550M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$12.9M
3 +$12.1M
4
DV icon
DoubleVerify
DV
+$12.1M
5
GO icon
Grocery Outlet
GO
+$12M

Top Sells

1 +$88.8M
2 +$21.3M
3 +$10.6M
4
KNSL icon
Kinsale Capital Group
KNSL
+$8.37M
5
JBHT icon
JB Hunt Transport Services
JBHT
+$6.37M

Sector Composition

1 Technology 37.69%
2 Industrials 27.95%
3 Healthcare 12.1%
4 Consumer Discretionary 8.29%
5 Financials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.48M 0.03%
4,732
-237
127
$404K 0.01%
+4,913
128
-2,258,671