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
$2.35B
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$3.42M
3 +$2.99M
4
AAPL icon
Apple
AAPL
+$2.98M
5
META icon
Meta Platforms (Facebook)
META
+$2.3M

Top Sells

1 +$6.19M
2 +$1.8M
3 +$1.8M
4
IBM icon
IBM
IBM
+$1.36M
5
EMR icon
Emerson Electric
EMR
+$1.27M

Sector Composition

1 Healthcare 16.46%
2 Consumer Staples 12.48%
3 Industrials 11.2%
4 Financials 10.97%
5 Technology 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$0 ﹤0.01%
20,000
377
-46,693