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
$230M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$5.72M
2 +$5M
3 +$4.9M
4
T icon
AT&T
T
+$4.86M
5
LMT icon
Lockheed Martin
LMT
+$4.63M

Top Sells

1 +$8.08M
2 +$7M
3 +$6.52M
4
SJM icon
J.M. Smucker
SJM
+$4.98M
5
APTV icon
Aptiv
APTV
+$4.75M

Sector Composition

1 Communication Services 23.19%
2 Financials 17.93%
3 Technology 13.08%
4 Healthcare 11.45%
5 Energy 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-86,115