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
$218M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$8.91M
3
+$7.88M
4
UNP icon
Union Pacific
UNP
+$6.65M
5
MMC icon
Marsh & McLennan
MMC
+$5.65M

Top Sells

1
+$14.6M
2
+$8.28M
3
+$7.06M
4
F icon
Ford
F
+$5.98M
5
GE icon
GE Aerospace
GE
+$5.59M

Sector Composition

1 Financials 17.78%
2 Communication Services 17.14%
3 Healthcare 15.42%
4 Technology 12.37%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-175,125
77
– –
-60,210
78
– –
-6,000
79
– –
-13,995
1 2 3
4