GG

Greenwood Gearhart Portfolio holdings

AUM $1.6B
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$4.17M
2 +$3.98M
3 +$2.86M
4
TRN icon
Trinity Industries
TRN
+$2.76M
5
J icon
Jacobs Solutions
J
+$142K

Top Sells

1 +$5.47M
2 +$4.83M
3 +$216K
4
PHG icon
Philips
PHG
+$190K
5
MCD icon
McDonald's
MCD
+$167K

Sector Composition

1 Industrials 20.23%
2 Consumer Staples 16.47%
3 Healthcare 15.35%
4 Technology 11.89%
5 Energy 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,691
52
-99,074
53
-58,746