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
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.57M
3
+$1.44M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.16M
5
MCD icon
McDonald's
MCD
+$793K

Top Sells

1
+$2.25M
2
+$2.24M
3
+$1.58M
4
LAZ icon
Lazard
LAZ
+$1.2M
5
PLAY icon
Dave & Buster's
PLAY
+$1.18M

Sector Composition

1 Technology 21.32%
2 Healthcare 17.89%
3 Financials 14.9%
4 Energy 13.62%
5 Consumer Discretionary 12.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,200
102
– –
-17,181
103
– –
-30,340
104
– –
-1,000
105
– –
-1,100
106
– –
-3,725
107
– –
-4,430
1 2 3 4
5