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
$246M
AUM Growth
+$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$248K
3 +$54.3K
4
SJM icon
J.M. Smucker
SJM
+$35.9K
5
ZBH icon
Zimmer Biomet
ZBH
+$35K

Top Sells

1 +$3.46M
2 +$1.84M
3 +$1.44M
4
JNJ icon
Johnson & Johnson
JNJ
+$261K
5
INTC icon
Intel
INTC
+$212K

Sector Composition

1 Industrials 20.09%
2 Consumer Staples 16.63%
3 Healthcare 16.08%
4 Technology 10.77%
5 Energy 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$393K 0.16%
1,758
+243
52
$248K 0.1%
+2,948
53
-5,625
54
-40,947