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
$22.6M1.02% 40,288
+360
+0.9%
+$202K
$20.4M0.92% 398,375
+24,483
+7%
+$1.25M
$20.1M0.9% 95,117
+14,762
+18%
+$3.12M
$19.2M0.86% 656,814
+71,398
+12%
+$2.09M
$18.8M0.85% 197,688
+12,690
+7%
+$1.21M
$18.4M0.83% 387,490
+35,777
+10%
+$1.7M
$17.8M0.8% 425,027
+37,055
+10%
+$1.55M
$17.8M0.8% 350,981
+84,174
+32%
+$4.26M
$17.4M0.78% 894,995
+12,489
+1%
+$243K
$17.4M0.78% 108,162
+409
+0.4%
+$65.7K
$16.9M0.76% 128,607
+4,943
+4%
+$648K
$15.5M0.7% 243,959
+20,391
+9%
+$1.29M
$14.3M0.64% 30,411
+2,002
+7%
+$939K
$14M0.63% 38,091
+324
+0.9%
+$119K
$14M0.63% 24,955
+1,227
+5%
+$686K
$13.5M0.61% 147,696
+4,295
+3%
+$393K
$13.1M0.59% 401,011
-16,377
-4%
-$534K
$12.1M0.54% 122,786
-729
-0.6%
-$72K
$11.8M0.53% 77,179
-957
-1%
-$147K
$11.5M0.52% 122,441
-1,638
-1%
-$153K
$11.2M0.5% 185,884
-7,615
-4%
-$458K
$10.7M0.48% 463,054
+82,306
+22%
+$1.9M
$10.4M0.47% 74,137
-278
-0.4%
-$38.9K
$10.4M0.47% 405,393
-31,560
-7%
-$806K
$10.1M0.46% 17,592
+6,078
+53%
+$3.5M
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