GIM

Goelzer Investment Management Portfolio holdings

AUM $2.07B
1-Year Est. Return 23.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.12%
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 +$17.5M
2 +$16.3M
3 +$15.1M
4
MSFT icon
Microsoft
MSFT
+$14.7M
5
OHI icon
Omega Healthcare
OHI
+$13.5M

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