GIM

Goelzer Investment Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 7.56%
This Quarter Est. Return
1 Year Est. Return
+7.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$5.06M
3
+$2.32M
4
BAX icon
Baxter International
BAX
+$2.25M
5
CRWD icon
CrowdStrike
CRWD
+$2.04M

Top Sells

1
+$4.82M
2
+$4.34M
3
+$3.82M
4
KEY icon
KeyCorp
KEY
+$3.65M
5
ETN icon
Eaton
ETN
+$2.27M

Sector Composition

1 Healthcare 31.52%
2 Technology 9.52%
3 Financials 7.03%
4 Industrials 4.98%
5 Consumer Staples 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-3,040
227
– –
-394,809
228
– –
-3,201
229
– –
-14,216
230
– –
-767
6 7 8 9
10