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
$99.6M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Sells

1 +$387K
2 +$302K
3 +$252K
4
DHR icon
Danaher
DHR
+$219K
5
BHI
Baker Hughes
BHI
+$209K

Sector Composition

1 Technology 15.13%
2 Healthcare 14.8%
3 Financials 12.94%
4 Consumer Staples 10.97%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$15K 0.02%
4,000
127
-2,933
128
-4,800
129
-3,825