GIM

Groesbeck Investment Management Portfolio holdings

AUM $71.5M
1-Year Est. Return 7.64%
This Quarter Est. Return
1 Year Est. Return
+7.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$594K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1 +$4.03M
2 +$1.28M
3 +$1.24M
4
NVDA icon
NVIDIA
NVDA
+$340K
5
LRCX icon
Lam Research
LRCX
+$240K

Sector Composition

1 Healthcare 17.33%
2 Financials 13.98%
3 Consumer Discretionary 13.48%
4 Technology 12.49%
5 Communication Services 11.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$311K 0.23%
2,060
+300
77
$293K 0.22%
7,900
+2,100
78
$291K 0.22%
2,200
79
$286K 0.21%
1,175
80
$277K 0.21%
4,700
81
$272K 0.2%
10,089
82
$260K 0.19%
1,495
83
$258K 0.19%
1,950
-100
84
$242K 0.18%
1,900
85
$240K 0.18%
+17,000
86
$228K 0.17%
1,715
-500
87
$217K 0.16%
+4,400
88
$210K 0.16%
+1,027
89
$209K 0.15%
3,100
90
-2,700
91
-6,100