GVI

Green Valley Investors Portfolio holdings

AUM $1.76B
1-Year Est. Return 5.68%
This Quarter Est. Return
1 Year Est. Return
+5.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.05B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$20.9M
3
+$16.8M
4
UNH icon
UnitedHealth
UNH
+$15.6M
5
NKE icon
Nike
NKE
+$10.1M

Top Sells

1
+$49.8M
2
+$10.8M
3
+$9.88M
4
IFF icon
International Flavors & Fragrances
IFF
+$8.34M
5
CELG
Celgene Corp
CELG
+$7.37M

Sector Composition

1 Healthcare 53.6%
2 Consumer Discretionary 27.39%
3 Materials 7.31%
4 Consumer Staples 7.05%
5 Communication Services 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.9M 1.02%
+590,684
27
$16.5M 0.81%
233,555
-152,897
28
$11M 0.54%
1,017,335
-40,035
29
$6.03M 0.29%
81,365
-3,202
30
– –
-208,487
1
2