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
$1.48B
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M
2 +$15.5M
3 +$13M
4
SCHW icon
Charles Schwab
SCHW
+$2.5M
5
AME icon
Ametek
AME
+$2.18M

Top Sells

1 +$26.7M
2 +$15.2M
3 +$14.9M
4
BN icon
Brookfield
BN
+$13.9K
5
BABA icon
Alibaba
BABA
+$6K

Sector Composition

1 Financials 37.75%
2 Consumer Discretionary 20.24%
3 Industrials 14.18%
4 Communication Services 11.68%
5 Technology 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$482K 0.03%
9,254
+676
52
$477K 0.03%
32,939
53
$447K 0.03%
19,408
54
$403K 0.03%
23,000
55
$398K 0.03%
4,976
-75
56
$394K 0.03%
8,046
57
$391K 0.03%
3,753
58
$210K 0.01%
3,110
59
$165K 0.01%
350
60
$140K 0.01%
432
61
$125K 0.01%
1,665
62
$95K 0.01%
437
63
$67K ﹤0.01%
1,070