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
$399M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Sector Composition

1 Financials 6.48%
2 Technology 3.02%
3 Industrials 2.97%
4 Healthcare 1.28%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,883
152
-2,052
153
-3,584
154
-13,386