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
$10.1M0.45% 339,322
-110,094
-25%
-$3.26M
$9.91M0.45% 262,632
+8,776
+3%
+$331K
$9.85M0.44% 18,499
+2,037
+12%
+$1.08M
$8.97M0.4% 64,136
+8,409
+15%
+$1.18M
$8.22M0.37% 267,530
-5,387
-2%
-$166K
$8.09M0.36% 185,657
+8,178
+5%
+$356K
$8.09M0.36% 273,384
-10,718
-4%
-$317K
$7.34M0.33% 47,450
+2,619
+6%
+$405K
$7.27M0.33% 38,635
-5,355
-12%
-$1.01M
$7.13M0.32% 102,105
-6
-0%
-$419
$6.83M0.31% 115,923
+34,879
+43%
+$2.06M
$6.81M0.31% 64,559
-173
-0.3%
-$18.2K
$6.8M0.31% 40,612
+7,893
+24%
+$1.32M
$6.64M0.3% 234,539
+4,527
+2%
+$128K
$6.4M0.29% 23,276
+68
+0.3%
+$18.7K
$6.4M0.29% 7,745
+1,223
+19%
+$1.01M
$5.99M0.27% 62,886
-276
-0.4%
-$26.3K
$5.73M0.26% 171,679
+1,817
+1%
+$60.7K
$5.49M0.25% 83,453
-4,125
-5%
-$271K
$5.42M0.24% 258,914
+38,087
+17%
+$798K
$4.83M0.22% 166,608
-3,198
-2%
-$92.8K
$4.64M0.21% 9,022
+1,744
+24%
+$896K
$4.52M0.2% 65,093
-18,218
-22%
-$1.27M
$4.37M0.2% 45,143
+4,125
+10%
+$400K
$4.33M0.19% 59,402
-2,367
-4%
-$172K
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