GIM

Goelzer Investment Management Portfolio holdings

AUM $2.16B
1-Year Est. Return 25.61%
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
+$7.99M
2
+$7.53M
3
+$4.96M
4
IBM icon
IBM
IBM
+$3.18M
5
GT icon
Goodyear
GT
+$2.96M

Top Sells

1
+$3.62M
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
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-2,789
202
– –
-728,360
203
– –
-3,177
204
– –
-36,453
205
– –
-119,343
206
– –
-6,805
207
– –
-22,557
208
– –
-12,308
209
– –
-43,493
5 6 7 8
9