GDS

Gimbel Daniel Scott Portfolio holdings

AUM $335M
1-Year Est. Return 24.39%
This Quarter Est. Return
1 Year Est. Return
+24.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$159M
2 +$3.62M
3 +$1.93M

Top Sells

No sells this quarter

Sector Composition

1 Energy 96.62%
2 Communication Services 2.21%
3 Financials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$159M 96.62%
+6,728,078
2
$3.62M 2.21%
+20,000
3
$1.93M 1.18%
+32,500