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
$96.8M
AUM Growth
+$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$309K
2 +$250K
3 +$244K
4
BHP icon
BHP
BHP
+$236K
5
JWN
Nordstrom
JWN
+$236K

Top Sells

1 +$477K
2 +$205K
3 +$98.8K
4
ECL icon
Ecolab
ECL
+$91.3K
5
MSFT icon
Microsoft
MSFT
+$74.9K

Sector Composition

1 Healthcare 15.72%
2 Technology 14.24%
3 Consumer Staples 12.06%
4 Financials 10.75%
5 Industrials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$206K 0.21%
6,150
-2,950
127
$203K 0.21%
+4,025
128
$201K 0.21%
4,750
-300
129
$200K 0.21%
3,900
-250
130
$107K 0.11%
400,000
131
$34K 0.04%
8,000
-2,000
132
-3,800