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

Top Buys

1
$12M
2
$8.05M
3
$7.54M
4
$5.62M
5
$4.26M

Top Sells

1
$6.85M
2
$4.16M
3
$3.26M
4
$2.65M
5
$1.27M

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
$285K0.01% 2,387
+380
+19%
+$45.4K
$285K0.01% 1,101
+10
+0.9%
+$2.59K
$284K0.01%
+2,827
 New
+$284K
$283K0.01%
+1,070
 New
+$283K
$277K0.01%
+1,747
 New
+$277K
$277K0.01%
+6,250
 New
+$277K
$274K0.01% 3,840
+28
+0.7%
+$2K
$274K0.01% 1,070
+35
+3%
+$8.95K
$272K0.01% 6,017
+1,168
+24%
+$52.9K
$272K0.01% 869
-27
-3%
-$8.44K
$270K0.01% 10,221
+980
+11%
+$25.9K
$268K0.01% 5,264
+718
+16%
+$36.5K
$265K0.01%
+9,373
 New
+$265K
$264K0.01% 2,612
+130
+5%
+$13.1K
$259K0.01% 1,764
+98
+6%
+$14.4K
$259K0.01% 3,522
+133
+4%
+$9.77K
$257K0.01% 1,367
+113
+9%
+$21.3K
$255K0.01% 501
+9
+2%
+$4.58K
$254K0.01% 4,168
+515
+14%
+$31.4K
$253K0.01%
+1,907
 New
+$253K
$249K0.01% 6,833
-75
-1%
-$2.73K
$242K0.01% 1,113
+16
+1%
+$3.48K
$241K0.01%
+2,295
 New
+$241K
$233K0.01% 1,099
+28
+3%
+$5.93K
$232K0.01% 3,877
+161
+4%
+$9.62K
1 910111213