GSC
Ground Swell Capital Portfolio holdings
AUM
$45.7M
1-Year Est. Return
25.65%
1 Year Est. Return
+25.65%
AUM
$45.7M
AUM Growth
-$15.4M
(-25%)
Holding
266
Top Buys
| 1 | +$1.82M | |
| 2 | +$1.71M | |
| 3 | +$1.69M | |
| 4 |
Microsoft
MSFT
|
+$1.58M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.17M |
Top Sells
| 1 | +$32.2M | |
| 2 | +$6.65M | |
| 3 | +$905K | |
| 4 |
iShares Global Healthcare ETF
IXJ
|
+$677K |
| 5 |
Willis Towers Watson
WTW
|
+$675K |
Sector Composition
| 1 | Technology | 20.76% |
| 2 | Healthcare | 10.32% |
| 3 | Consumer Discretionary | 7.5% |
| 4 | Industrials | 6.6% |
| 5 | Communication Services | 5.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Tronox
TROX
$625M
| – | – |
-13,849
|
|
||
252
Tradeweb Markets
TW
$23.1B
| – | – |
-1,404
|
|
||
253
United Homes Group
UHG
$63.5M
| – | – |
-10,960
|
|
||
254
Wheels Up
UP
$447M
| – | – |
-22,502
|
|
||
|
URG
255
Ur-Energy
URG
$527M
| – | – |
-102,930
|
|
||
256
Veritone
VERI
$501M
| – | – |
-21,750
|
|
||
257
Vera Bradley
VRA
$67.6M
| – | – |
-10,212
|
|
||
258
Verisk Analytics
VRSK
$31.3B
| – | – |
-825
|
|
||
259
Catheter Precision
VTAK
$3.97M
| – | – |
-1,451
|
|
||
260
Wolfspeed
WOLF
$566M
| – | – |
-185,176
|
|
||
261
UTime Limited
WTO
$2.1M
| – | – |
-17,801
|
|
||
|
262
Willis Towers Watson
WTW
$30.3B
| – | – |
-2,201
|
|
||
263
Zebra Technologies
ZBRA
$13.1B
| – | – |
-1,737
|
|
||
264
Zscaler
ZS
$38.9B
| – | – |
-1,117
|
|
||
265
Zura Bio
ZURA
$239M
| – | – |
-13,308
|
|
||
266
Alto Neuroscience
ANRO
$416M
| – | – |
-12,447
|
|