GC

Giverny Capital Portfolio holdings

AUM $2.92B
1-Year Est. Return 23.19%
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$6.4M
2 +$4.86M
3 +$1.71M
4
DIS icon
Walt Disney
DIS
+$1.09M
5
WFC icon
Wells Fargo
WFC
+$840K

Top Sells

1 +$5.71M
2 +$3.87M
3 +$18.2K

Sector Composition

1 Financials 43.75%
2 Consumer Discretionary 26.71%
3 Industrials 17.85%
4 Communication Services 10.47%
5 Materials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$153K 0.03%
1,504