GP

Geneva Partners Portfolio holdings

AUM $252M
1-Year Est. Return 37.85%
This Quarter Est. Return
1 Year Est. Return
+37.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$4.39M
2 +$3.89M
3 +$3.65M
4
META icon
Meta Platforms (Facebook)
META
+$2.75M
5
MDT icon
Medtronic
MDT
+$2.46M

Top Sells

1 +$4.06M
2 +$2.25M
3 +$2.13M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.08M
5
CMI icon
Cummins
CMI
+$1.76M

Sector Composition

1 Industrials 13.99%
2 Consumer Discretionary 12.64%
3 Technology 9.56%
4 Energy 9.41%
5 Healthcare 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,385