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
$274M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.89M

Sector Composition

1 Energy 99.28%
2 Financials 0.72%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$272M 99.28%
6,246,865
2
$1.96M 0.72%
32,500
3
– –
-20,000