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
$939M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$16.3M
3 +$15.5M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$14.6M
5
BA icon
Boeing
BA
+$13.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.58%
2 Industrials 13.41%
3 Financials 13.17%
4 Technology 13.02%
5 Energy 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$131K 0.01%
+35,080