GC

Gilbert & Cook Portfolio holdings

AUM $740M
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$634M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$3.86M
3
+$2.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.18M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.09M

Top Sells

1
+$1.81M
2
+$1.31M
3
+$939K
4
LLY icon
Eli Lilly
LLY
+$792K
5
BMY icon
Bristol-Myers Squibb
BMY
+$662K

Sector Composition

1 Financials 9.47%
2 Technology 4.35%
3 Industrials 3.63%
4 Consumer Discretionary 2.6%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
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