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
$340M
AUM Growth
-$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Sector Composition

1 Financials 5.68%
2 Industrials 2.86%
3 Technology 2.41%
4 Healthcare 1.05%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-15,125
152
-3,337
153
-2,240
154
-889