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
$315M
AUM Growth
+$81.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Energy 98.31%
2 Communication Services 1.07%
3 Financials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$310M 98.31%
7,549,540
2
$3.38M 1.07%
20,000
3
$1.95M 0.62%
32,500