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
$550M
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Sector Composition

1 Financials 8.96%
2 Technology 3.79%
3 Industrials 3.74%
4 Healthcare 2.41%
5 Consumer Staples 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$172K 0.03%
28,690
202
-6,647
203
-4,397
204
-1,853
205
-30,039
206
-921
207
-1,973