GIM
Goelzer Investment Management Portfolio holdings
AUM
$1.83B
1-Year Return
6.32%
This Quarter Return
+0.32%
1 Year Return
+6.32%
3 Year Return
+63.78%
5 Year Return
+123.94%
10 Year Return
+231.82%
AUM
$1.73B
AUM Growth
+$3.58M
(+0.21%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
51.29%
Holding
244
New
9
Increased
88
Reduced
102
Closed
7
Top Buys
| 1 |
Broadcom
AVGO
|
$4.74M |
| 2 |
Wells Fargo
WFC
|
$4.07M |
| 3 |
Coca-Cola
KO
|
$2.96M |
| 4 |
Caterpillar
CAT
|
$2.92M |
| 5 |
Blackrock
BLK
|
$2.73M |
Top Sells
| 1 |
J.M. Smucker
SJM
|
$5.9M |
| 2 |
Baxter International
BAX
|
$2.81M |
| 3 |
GATX Corp
GATX
|
$2.69M |
| 4 |
Eaton
ETN
|
$1.96M |
| 5 |
Citizens Financial Group
CFG
|
$1.83M |
Sector Composition
| 1 | Healthcare | 31.97% |
| 2 | Technology | 10.14% |
| 3 | Financials | 7.96% |
| 4 | Industrials | 4.41% |
| 5 | Consumer Discretionary | 3.62% |
