GG

Gofen & Glossberg Portfolio holdings

AUM $3.89B
1-Year Est. Return 11.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.56B
AUM Growth
-$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.02M
3
+$2.84M
4
BA icon
Boeing
BA
+$2.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.05M

Top Sells

1
+$3.21M
2
+$2.55M
3
+$2.3M
4
AAPL icon
Apple
AAPL
+$1.89M
5
PG icon
Procter & Gamble
PG
+$1.09M

Sector Composition

1 Technology 17.29%
2 Healthcare 16.8%
3 Financials 11.92%
4 Consumer Staples 10.23%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
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