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
$37.2M
AUM Growth
-$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$275K
2
+$252K
3
+$239K
4
MSFT icon
Microsoft
MSFT
+$203K
5
ANSS
Ansys
ANSS
+$151K

Top Sells

1
+$6.81M
2
+$3.86M
3
+$3.05M
4
LRCX icon
Lam Research
LRCX
+$3.05M
5
UNH icon
UnitedHealth
UNH
+$3.03M

Sector Composition

1 Healthcare 21.91%
2 Technology 21.76%
3 Financials 14.95%
4 Consumer Discretionary 12.96%
5 Energy 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
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