GIP

Greatmark Investment Partners Portfolio holdings

AUM $834M
1-Year Est. Return 12.3%
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$8.3M
3 +$7.21M
4
MSFT icon
Microsoft
MSFT
+$6.87M
5
INTC icon
Intel
INTC
+$6.84M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.46%
2 Technology 14.75%
3 Healthcare 13.69%
4 Consumer Staples 13.2%
5 Industrials 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$210K 0.13%
+14,209
77
$165K 0.11%
+11,000
78
$65K 0.04%
+7,538