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
$179M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$2.54M
2 +$747K
3 +$615K
4
AAPL icon
Apple
AAPL
+$418K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$410K

Top Sells

1 +$1.07M
2 +$348K
3 +$270K
4
EMC
EMC CORPORATION
EMC
+$214K
5
PPL icon
PPL Corp
PPL
+$211K

Sector Composition

1 Healthcare 14.64%
2 Technology 13.14%
3 Industrials 12.23%
4 Financials 10.45%
5 Consumer Staples 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-6,743
152
-2,500
153
-12,582
154
-4,530