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
$272M
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$56M

Sector Composition

1 Energy 98.14%
2 Communication Services 1.14%
3 Financials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$266M 98.14%
6,238,565
-1,310,975
2
$3.1M 1.14%
20,000
3
$1.96M 0.72%
32,500