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
$230M
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$5.11M
2 +$4.88M
3 +$3.11M
4
GILD icon
Gilead Sciences
GILD
+$3.06M
5
WMB icon
Williams Companies
WMB
+$2.77M

Top Sells

1 +$4.95M
2 +$4.22M
3 +$2.75M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$2.71M
5
CL icon
Colgate-Palmolive
CL
+$2.6M

Sector Composition

1 Healthcare 19.01%
2 Technology 14.05%
3 Energy 12.08%
4 Industrials 11.98%
5 Financials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-67,300