GIM

Groesbeck Investment Management Portfolio holdings

AUM $51.3M
1-Year Est. Return 31.63%
This Quarter Est. Return
1 Year Est. Return
+31.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.2M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$269K
2
+$252K
3
+$222K
4
CVS icon
CVS Health
CVS
+$204K
5
NFLX icon
Netflix
NFLX
+$202K

Top Sells

1
+$2.59M
2
+$1.92M
3
+$1.85M
4
CVI icon
CVR Energy
CVI
+$1.21M
5
MPLX icon
MPLX
MPLX
+$949K

Sector Composition

1 Technology 36.21%
2 Healthcare 17.4%
3 Consumer Discretionary 12.93%
4 Financials 11.99%
5 Industrials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
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