GIM
Grassi Investment Management Portfolio holdings
AUM
$1.26B
This Quarter Return
+2.29%
1 Year Return
+23.4%
3 Year Return
+170.13%
5 Year Return
+282.64%
10 Year Return
+578.72%
AUM
$373M
AUM Growth
–
Cap. Flow
+$373M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.18%
Holding
145
New
145
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Procter & Gamble
PG
|
$18.8M |
| 2 |
Bank of America
BAC
|
$9.47M |
| 3 |
GE Aerospace
GE
|
$8.56M |
| 4 |
Prologis
PLD
|
$8.27M |
| 5 |
Forward Industries
FORD
|
$7.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 15.83% |
| 2 | Consumer Staples | 14.12% |
| 3 | Healthcare | 13.27% |
| 4 | Energy | 12.92% |
| 5 | Industrials | 11.34% |
