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
$181M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.77M
3
+$8.35M
4
CVS icon
CVS Health
CVS
+$7.92M
5
CVX icon
Chevron
CVX
+$6.54M

Top Sells

1
+$14.1M
2
+$11.2M
3
+$8.78M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$8.12M
5
GS icon
Goldman Sachs
GS
+$6.79M

Sector Composition

1 Healthcare 34.64%
2 Financials 23.06%
3 Energy 15.17%
4 Communication Services 13.83%
5 Industrials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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