GP

Girard Partners Portfolio holdings

AUM $1.06B
1-Year Est. Return 17.26%
This Quarter Est. Return
1 Year Est. Return
+17.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$7.43M
2 +$4.53M
3 +$4M
4
CVX icon
Chevron
CVX
+$3.35M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.3M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.59%
2 Technology 13.48%
3 Energy 12.99%
4 Consumer Staples 12.3%
5 Healthcare 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$90K 0.07%
+30,000
127
$85K 0.07%
+16,238
128
$73K 0.06%
+1,000
129
$33K 0.03%
+500
130
$23K 0.02%
+15,000