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
$262M
AUM Growth
-$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$122K
2 +$106K
3 +$104K
4
AON icon
Aon
AON
+$102K
5
TRN icon
Trinity Industries
TRN
+$101K

Top Sells

1 +$4.27M
2 +$3.83M
3 +$3.64M
4
WMT icon
Walmart
WMT
+$959K
5
PHG icon
Philips
PHG
+$171K

Sector Composition

1 Industrials 20.95%
2 Healthcare 17.79%
3 Consumer Staples 15.03%
4 Technology 11.79%
5 Financials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$518K 0.2%
2,144
+89
52
$491K 0.19%
10,949
-95,147
53
$348K 0.13%
3,994