GSB

Greenfield Savings Bank Portfolio holdings

AUM $237M
1-Year Est. Return 20.27%
This Quarter Est. Return
1 Year Est. Return
+20.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$259K
2
+$234K
3
+$223K
4
TER icon
Teradyne
TER
+$221K
5
LRCX icon
Lam Research
LRCX
+$211K

Top Sells

1
+$599K
2
+$440K
3
+$262K
4
MSFT icon
Microsoft
MSFT
+$245K
5
DEO icon
Diageo
DEO
+$242K

Sector Composition

1 Technology 23.35%
2 Financials 12.97%
3 Healthcare 10.28%
4 Consumer Staples 8.23%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-967
152
– –
-3,559
153
– –
-1,625
154
– –
-5,773
155
– –
-642
3 4 5 6
7