GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.23B
This Quarter Return
-5.23%
1 Year Return
+10.64%
3 Year Return
+36.43%
5 Year Return
+223.98%
10 Year Return
AUM
$2.23B
AUM Growth
-$73.5M
Cap. Flow
+$81.2M
Cap. Flow %
3.65%
Top 10 Hldgs %
40.65%
Holding
309
New
26
Increased
172
Reduced
84
Closed
17

Sector Composition

1Technology13.24%
2Consumer Discretionary5.88%
3Communication Services4.85%
4Financials1.72%
5Healthcare1%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$162M7.28% 839,751
+29,093
+4%
+$5.62M
$115M5.15% 1,424,985
+41,204
+3%
+$3.31M
$106M4.75% 975,394
+1,008
+0.1%
+$109K
$103M4.62% 2,012,915
+147,713
+8%
+$7.54M
$83.8M3.77% 847,280
+81,359
+11%
+$8.05M
$83.7M3.76% 376,678
+11,386
+3%
+$2.53M
$69.8M3.14% 1,000,016
+171,605
+21%
+$12M
$67.4M3.03% 326,612
+11,211
+4%
+$2.31M
$61.1M2.75% 235,919
-26,433
-10%
-$6.85M
$53.9M2.42% 1,926,141
+17,554
+0.9%
+$491K
$51.6M2.32% 1,036,357
-16,565
-2%
-$825K
$51.3M2.31% 136,773
+94
+0.1%
+$35.3K
$48.8M2.19% 334,287
+16,720
+5%
+$2.44M
$47.6M2.14% 241,292
-3,243
-1%
-$640K
$45.4M2.04% 261,114
+10,170
+4%
+$1.77M
$41.5M1.86% 265,678
+12,136
+5%
+$1.9M
$38.5M1.73% 1,326,596
+126,502
+11%
+$3.67M
$34.7M1.56% 182,610
+5,160
+3%
+$982K
$33.4M1.5% 35,785
-1,001
-3%
-$933K
$31.3M1.41% 1,312,859
+82,555
+7%
+$1.97M
$30.9M1.39% 320,632
-8,021
-2%
-$774K
$29.7M1.33% 833,204
+5,213
+0.6%
+$186K
$29.5M1.33% 724,357
+49,395
+7%
+$2.01M
$26.8M1.21% 783,548
-20,015
-2%
-$686K
$25.1M1.13% 306,980
+24,493
+9%
+$2M