GBT

Grove Bank & Trust Portfolio holdings

AUM $889M
1-Year Est. Return 17.13%
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$824K
2
+$446K
3
+$406K
4
SNY icon
Sanofi
SNY
+$295K
5
HSIC icon
Henry Schein
HSIC
+$220K

Top Sells

1
+$785K
2
+$690K
3
+$536K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$377K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$331K

Sector Composition

1 Consumer Staples 12.54%
2 Healthcare 10.11%
3 Communication Services 8.51%
4 Energy 6.89%
5 Utilities 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
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