GIM
Goelzer Investment Management Portfolio holdings
AUM
$2.16B
1-Year Est. Return
25.61%
1 Year Est. Return
+25.61%
AUM
$2.16B
AUM Growth
+$269M
(+14%)
Holding
279
Top Buys
| 1 | +$21.9M | |
| 2 | +$11.3M | |
| 3 | +$9.8M | |
| 4 |
MBX
MBX Biosciences
MBX
|
+$6.99M |
| 5 |
Omnicom Group
OMC
|
+$5.62M |
Top Sells
| 1 | +$5.76M | |
| 2 | +$4.21M | |
| 3 | +$2.36M | |
| 4 |
NextEra Energy
NEE
|
+$2.15M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$2.05M |
Sector Composition
| 1 | Healthcare | 32.05% |
| 2 | Technology | 11.02% |
| 3 | Financials | 7.95% |
| 4 | Industrials | 4.54% |
| 5 | Communication Services | 3.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Paychex
PAYX
$39.7B
| – | – |
-1,672
|
|
||
|
IPG
277
DELISTED
Interpublic Group of Companies
IPG
| – | – |
-206,289
|
|
||
278
Salesforce
CRM
$219B
| – | – |
-6,679
|
|
||
279
Colgate-Palmolive
CL
$68B
| – | – |
-2,526
|
|