GCM

Grisanti Capital Management Portfolio holdings

AUM $163M
1-Year Est. Return 5.09%
This Quarter Est. Return
1 Year Est. Return
+5.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$872K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$8.7M
2 +$8.54M
3 +$7.1M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$5.26M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$5.14M

Top Sells

1 +$9.13M
2 +$7.62M
3 +$5.64M
4
ENB icon
Enbridge
ENB
+$5.25M
5
WNR
Western Refining Inc
WNR
+$4.99M

Sector Composition

1 Financials 28.78%
2 Energy 21.38%
3 Healthcare 15.5%
4 Technology 10.48%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$33K 0.02%
890
52
$30K 0.01%
387
53
$20K 0.01%
258
54
$17K 0.01%
560
-520
55
-108,757