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
$226M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$34.9M
2 +$22.1M
3 +$21.4M
4
BND icon
Vanguard Total Bond Market
BND
+$17.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.1M

Top Sells

No sells this quarter

Sector Composition

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
76
$120K 0.05%
+12,403