GIM

Goelzer Investment Management Portfolio holdings

AUM $2.16B
1-Year Est. Return 25.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$662M
AUM Growth
+$285K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$7.56M
3
+$4.75M
4
IBM icon
IBM
IBM
+$3.15M
5
GT icon
Goodyear
GT
+$2.86M

Top Sells

1
+$3.76M
2
+$3.61M
3
+$3.32M
4
SWKS icon
Skyworks Solutions
SWKS
+$3.16M
5
EMN icon
Eastman Chemical
EMN
+$2.77M

Sector Composition

1 Healthcare 16.29%
2 Financials 13.06%
3 Industrials 12.78%
4 Technology 10.54%
5 Consumer Staples 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-119,343
202
– –
-6,805
203
– –
-22,557
204
– –
-12,308
205
– –
-43,493
206
– –
-5,083
207
– –
-3,029
208
– –
-5,207
209
– –
-28,381
5 6 7 8
9