GKFF

George Kaiser Family Foundation Portfolio holdings

AUM $694M
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$126M
2 +$2.55M
3 +$2.12M
4
DLTR icon
Dollar Tree
DLTR
+$1.89M
5
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$1.54M

Top Sells

1 +$16.3M
2 +$3.29M
3 +$2.58M
4
JPM icon
JPMorgan Chase
JPM
+$1.21M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.06M

Sector Composition

1 Financials 43.03%
2 Consumer Discretionary 22.61%
3 Industrials 20.51%
4 Technology 7.76%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-51,695