GGHC
Gilder Gagnon Howe & Co Portfolio holdings
AUM
$9.42B
This Quarter Return
+33.35%
1 Year Return
+54.36%
3 Year Return
+272.74%
5 Year Return
+377.85%
10 Year Return
+3,143.71%
AUM
$16.2B
AUM Growth
+$16.2B
(+27%)
Cap. Flow
+$1.36B
Cap. Flow
% of AUM
8.41%
Top 10 Holdings %
Top 10 Hldgs %
29.4%
Holding
366
New
48
Increased
84
Reduced
183
Closed
15
Top Buys
| 1 |
Floor & Decor
FND
|
$120M |
| 2 |
Sunrun
RUN
|
$111M |
| 3 |
OSH
Oak Street Health, Inc.
OSH
|
$107M |
| 4 |
Watsco
WSO
|
$87.8M |
| 5 |
Seres Therapeutics
MCRB
|
$87.2M |
Top Sells
| 1 |
Tesla
TSLA
|
$127M |
| 2 |
WORK
Slack Technologies, Inc.
WORK
|
$97.4M |
| 3 |
Arista Networks
ANET
|
$73.7M |
| 4 |
Zoom
ZM
|
$45.4M |
| 5 |
Roku
ROKU
|
$39.6M |
Sector Composition
| 1 | Technology | 28.74% |
| 2 | Healthcare | 20.34% |
| 3 | Consumer Discretionary | 19.44% |
| 4 | Communication Services | 12.85% |
| 5 | Consumer Staples | 3.81% |
