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
$352M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$56K

Sector Composition

1 Energy 99.46%
2 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$350M 99.46%
6,246,865
-1,000
2
$1.91M 0.54%
32,500