GG

Gofen & Glossberg Portfolio holdings

AUM $3.89B
1-Year Est. Return 11.97%
This Quarter Est. Return
1 Year Est. Return
-11.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1 +$8.36M
2 +$5.4M
3 +$3.61M
4
PEP icon
PepsiCo
PEP
+$3.46M
5
AXP icon
American Express
AXP
+$3.43M

Top Sells

1 +$5.52M
2 +$3.23M
3 +$2.73M
4
SYT
Syngenta Ag
SYT
+$2.22M
5
KRG icon
Kite Realty
KRG
+$679K

Sector Composition

1 Healthcare 17.39%
2 Financials 11.77%
3 Technology 11.2%
4 Industrials 11.03%
5 Consumer Staples 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-3,945
377
-5,498
378
-5,316
379
-27,570
380
-2,980
381
-3,700
382
-32,724
383
-16,330
384
-7,407
385
$0 ﹤0.01%
100,000
386
-20,000
387
-6,700
388
-1,250