GP
Geneva Partners Portfolio holdings
AUM
$281M
1-Year Est. Return
48.73%
This Fund
S&P 500
1 Year Est. Return
+48.73%
AUM
$274M
AUM Growth
+$21.6M
(+8.6%)
Holding
80
Top Buys
| 1 | +$8.6M | |
| 2 | +$6.32M | |
| 3 | +$3.8M | |
| 4 |
Robinhood
HOOD
|
+$3.3M |
| 5 |
GE Vernova
GEV
|
+$2.91M |
Top Sells
| 1 | +$7.69M | |
| 2 | +$6.34M | |
| 3 | +$4.52M | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$4.29M |
| 5 |
Copart
CPRT
|
+$3.83M |
Sector Composition
| 1 | Technology | 27.4% |
| 2 | Communication Services | 19.45% |
| 3 | Consumer Discretionary | 13.98% |
| 4 | Industrials | 6.06% |
| 5 | Financials | 4.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MRSH
76
Marsh
MRSH
$84.5B
| – | – |
-2,412
|
|
||
77
Progressive
PGR
$114B
| – | – |
-4,536
|
|
||
78
Ryan Specialty Holdings
RYAN
$4.31B
| – | – |
-25,891
|
|
||
79
S&P Global
SPGI
$129B
| – | – |
-12,023
|
|
||
80
Berkshire Hathaway Class B
BRK.B
$1.03T
| – | – |
-1,682
|
|