GWCM

Godshalk Welsh Capital Management Portfolio holdings

AUM $162M
1-Year Est. Return 14.73%
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.5M
AUM Growth
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$206K
2
+$205K
3
+$200K
4
KO icon
Coca-Cola
KO
+$200K
5
ORCL icon
Oracle
ORCL
+$74.9K

Top Sells

1
+$288K
2
+$273K
3
+$228K
4
KMB icon
Kimberly-Clark
KMB
+$205K
5
MDLZ icon
Mondelez International
MDLZ
+$166K

Sector Composition

1 Technology 17.17%
2 Healthcare 14.07%
3 Financials 13.85%
4 Consumer Staples 9.59%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.22%
+11,180
102
$205K 0.21%
+2,650
103
$204K 0.21%
1,200
104
$200K 0.21%
+840
105
$200K 0.21%
+4,550
106
$137K 0.14%
2,720
-1,250
107
– –
-2,300
108
– –
-1,862
109
– –
-5,304
110
– –
-1,800
1 2 3 4
5