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
$86.6M
AUM Growth
+$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$1.72M
2 +$1.25M
3 +$1.19M
4
PSA icon
Public Storage
PSA
+$798K
5
KMB icon
Kimberly-Clark
KMB
+$644K

Top Sells

1 +$250K
2 +$236K
3 +$231K
4
AVGO icon
Broadcom
AVGO
+$230K
5
ICLR icon
Icon
ICLR
+$223K

Sector Composition

1 Technology 21.53%
2 Healthcare 18.01%
3 Energy 11.81%
4 Financials 11.17%
5 Industrials 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$215K 0.25%
1,040
102
$214K 0.25%
2,200
103
$211K 0.24%
1,035
-411
104
$202K 0.23%
1,113
-50
105
$200K 0.23%
3,280
106
$180K 0.21%
11,660
107
$4K ﹤0.01%
+30,000