GIP
Greatmark Investment Partners Portfolio holdings
AUM
$834M
1-Year Est. Return
12.3%
1 Year Est. Return
+12.3%
AUM
$834M
AUM Growth
+$37.5M
(+4.7%)
Holding
151
Top Buys
| 1 | +$2.21M | |
| 2 | +$2.15M | |
| 3 | +$1.3M | |
| 4 |
Devon Energy
DVN
|
+$1.07M |
| 5 |
PayPal
PYPL
|
+$871K |
Top Sells
| 1 | +$3.83M | |
| 2 | +$1.19M | |
| 3 | +$818K | |
| 4 |
American Express
AXP
|
+$598K |
| 5 |
Charles Schwab
SCHW
|
+$503K |
Sector Composition
| 1 | Financials | 24.87% |
| 2 | Consumer Discretionary | 19.64% |
| 3 | Technology | 15.13% |
| 4 | Healthcare | 9.85% |
| 5 | Energy | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Viasat
VSAT
$4.78B
| – | – |
-262,500
|
|