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Gilbert & Cook Portfolio holdings

AUM $869M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
+1.84%
1 Year Est. Return
+21.29%
3 Year Est. Return
+63.19%
5 Year Est. Return
+64.45%
10 Year Est. Return
AUM
$226M
AUM Growth
Cap. Flow
+$223M
Cap. Flow %
98.41%
Top 10 Hldgs %
68.27%
Holding
76
New
76
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 5.48%
2 Financials 5.33%
3 Technology 0.89%
4 Consumer Staples 0.67%
5 Materials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DJP icon
26
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$850M
$1.43M 0.63%
+58,964
New +$1.39M
SPY icon
27
State Street SPDR S&P 500 ETF Trust
SPY
$819B
$1.31M 0.58%
+5,855
New +$1.28M
MON
28
DELISTED
Monsanto Co
MON
$1.31M 0.58%
+12,410
New +$1.27M
IJR icon
29
iShares Core S&P Small-Cap ETF
IJR
$111B
$1.24M 0.55%
+18,046
New +$1.16M
WWD icon
30
Woodward
WWD
$19.7B
$985K 0.44%
+14,271
New +$922K
PFG icon
31
Principal Financial Group
PFG
$24B
$851K 0.38%
+14,702
New +$824K
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.08T
$844K 0.37%
+5,177
New +$797K
SCHP icon
33
Schwab US TIPS ETF
SCHP
$16.5B
$824K 0.36%
+30,034
New +$838K
AAPL icon
34
Apple
AAPL
$4.53T
$764K 0.34%
+26,396
New +$748K
VB icon
35
Vanguard Morningstar Small-Cap ETF
VB
$81.9B
$726K 0.32%
+5,627
New +$698K
MSFT icon
36
Microsoft
MSFT
$3.62T
$683K 0.3%
+10,989
New +$661K
IWF icon
37
iShares Russell 1000 Growth ETF
IWF
$124B
$673K 0.3%
+25,660
New +$666K
EMB icon
38
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$634K 0.28%
+5,756
New +$646K
EEM icon
39
iShares MSCI Emerging Markets ETF
EEM
$30.7B
$476K 0.21%
+13,602
New +$491K
WMT icon
40
Walmart Inc
WMT
$847B
$459K 0.2%
+19,917
New +$465K
VGT icon
41
Vanguard Information Technology ETF
VGT
$143B
$444K 0.2%
+29,240
New +$441K
IWD icon
42
iShares Russell 1000 Value ETF
IWD
$84.3B
$429K 0.19%
+3,831
New +$414K
JNJ icon
43
Johnson & Johnson
JNJ
$658B
$429K 0.19%
+3,723
New +$430K
IWP icon
44
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$422K 0.19%
+8,674
New +$418K
AEL
45
DELISTED
American Equity Investment Life Holding Company
AEL
$417K 0.18%
+18,479
New +$369K
IWO icon
46
iShares Russell 2000 Growth ETF
IWO
$15B
$393K 0.17%
+2,552
New +$381K
IBM icon
47
IBM
IBM
$218B
$355K 0.16%
+2,237
New +$341K
JPM icon
48
JPMorgan Chase
JPM
$947B
$354K 0.16%
+4,097
New +$312K
HD icon
49
Home Depot
HD
$336B
$352K 0.16%
+2,624
New +$338K
T icon
50
AT&T
T
$176B
$352K 0.16%
+10,946
New +$323K

Similar funds

Gilbert & Cook's Q4 2016 Portfolio in Review

Q4 2016 is the first quarter with a 13F filing on record for Gilbert & Cook, which disclosed 76 positions worth $226M. Its ten largest holdings account for 68% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 155,122 shares worth $34.9M.

By sector, the portfolio is most concentrated in Industrials at 5.5% of assets, followed by Financials and Technology.

  • Gilbert & Cook's largest Q4 2016 buy was iShares Core S&P 500 ETF: 155,122 shares worth $34.9M.
  • Gilbert & Cook's ten largest holdings make up 68% of its $226M portfolio in Q4 2016.
  • Gilbert & Cook disclosed 76 positions in Q4 2016, its first 13F filing on record.

Based on Gilbert & Cook's 13F filing for Q4 2016, filed 22 May 2017.