GI

GLOBALT Investments Portfolio holdings

AUM $2.74B
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.74B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$7.29M
2 +$3.98M
3 +$3.66M
4
DAL icon
Delta Air Lines
DAL
+$3.53M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.71M

Top Sells

1 +$11.4M
2 +$5.88M
3 +$5.64M
4
KHC icon
Kraft Heinz
KHC
+$4.44M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.39M

Sector Composition

1 Technology 8.27%
2 Financials 3.57%
3 Healthcare 2.76%
4 Communication Services 2.66%
5 Consumer Discretionary 2.46%