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
$244M
AUM Growth
+$76K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$307K

Top Sells

No sells this quarter

Sector Composition

1 Energy 98.44%
2 Financials 0.79%
3 Communication Services 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$240M 98.44%
6,246,865
+8,000
2
$1.92M 0.79%
32,500
3
$1.89M 0.77%
20,000