GBBWRPM

Genovese Burford & Brothers Wealth & Retirement Plan Management Portfolio holdings

AUM $400M
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$2.08M
3 +$1.73M
4
WY icon
Weyerhaeuser
WY
+$247K
5
AAPL icon
Apple
AAPL
+$159K

Sector Composition

1 Financials 3.75%
2 Utilities 2.92%
3 Technology 2.55%
4 Industrials 2.01%
5 Energy 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$0 ﹤0.01%
+13
427
$0 ﹤0.01%
+13
428
$0 ﹤0.01%
+4
429
$0 ﹤0.01%
+11
430
$0 ﹤0.01%
+13
431
$0 ﹤0.01%
+43
432
-450