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
$2.41B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.98%
2 Healthcare 3.27%
3 Consumer Discretionary 2.82%
4 Industrials 2.47%
5 Financials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$251K 0.01%
+5,000
202
$238K 0.01%
+2,368
203
$226K 0.01%
+279
204
$224K 0.01%
+4,685
205
$211K 0.01%
+3,500
206
$202K 0.01%
+1,235