GOCM
Grey Owl Capital Management Portfolio holdings
AUM
$79.3M
1-Year Est. Return
17.06%
1 Year Est. Return
+17.06%
AUM
$90.9M
AUM Growth
+$4.08M
(+4.7%)
Holding
54
Top Buys
| 1 | +$1.57M | |
| 2 | +$1.55M | |
| 3 | +$1.26M | |
| 4 |
Annaly Capital Management
NLY
|
+$1.18M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.17M |
Top Sells
| 1 | +$1.91M | |
| 2 | +$1.01M | |
| 3 | +$865K | |
| 4 |
Pfizer
PFE
|
+$845K |
| 5 |
NOV
NOV
|
+$729K |
Sector Composition
| 1 | Financials | 27.56% |
| 2 | Healthcare | 11.4% |
| 3 | Energy | 10.04% |
| 4 | Consumer Discretionary | 6.88% |
| 5 | Real Estate | 5.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Pfizer
PFE
$139B
| – | – |
-27,719
|
|
||
|
WWE
52
DELISTED
World Wrestling Entertainment
WWE
| – | – |
-34,882
|
|