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
$1.79B
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$5.97M
3
+$3.85M
4
NVDA icon
NVIDIA
NVDA
+$3.48M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.21M

Top Sells

1
+$35.3M
2
+$13.6M
3
+$6.81M
4
FIS icon
Fidelity National Information Services
FIS
+$3.21M
5
FSLR icon
First Solar
FSLR
+$2.85M

Sector Composition

1 Healthcare 34.59%
2 Technology 10.51%
3 Financials 6.32%
4 Industrials 4.28%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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5,050
-129
152
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153
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155
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157
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162
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175
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