GCM

Grisanti Capital Management Portfolio holdings

AUM $163M
1-Year Est. Return 5.09%
This Fund
S&P 500
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 +$5.51M
2 +$5.44M
3 +$5.06M
4
T icon
AT&T
T
+$5.02M
5
HAL icon
Halliburton
HAL
+$4.78M

Top Sells

1 +$8.08M
2 +$6.89M
3 +$6.35M
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