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
$889M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.13M
3
+$2.41M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.19M

Top Sells

1
+$3.95M
2
+$3.6M
3
+$1.69M
4
AVGO icon
Broadcom
AVGO
+$1.56M
5
ZTS icon
Zoetis
ZTS
+$1.39M

Sector Composition

1 Technology 14.65%
2 Financials 5.29%
3 Healthcare 4.59%
4 Consumer Discretionary 4.04%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOT icon
301
Vanguard Mid-Cap Growth ETF
VOT
$18.3B
$140K 0.02%
500
EQIX icon
302
Equinix
EQIX
$78.7B
$139K 0.02%
182
AIQ icon
303
Global X Artificial Intelligence & Technology ETF
AIQ
$7.71B
$139K 0.02%
2,735
IWO icon
304
iShares Russell 2000 Growth ETF
IWO
$14.5B
$138K 0.02%
427
PSA icon
305
Public Storage
PSA
$51.6B
$138K 0.02%
530
HDB icon
306
HDFC Bank
HDB
$167B
$137K 0.02%
3,762
-52
MRVL icon
307
Marvell Technology
MRVL
$68.2B
$137K 0.02%
1,610
GEV icon
308
GE Vernova
GEV
$185B
$137K 0.02%
209
+35
VZ icon
309
Verizon
VZ
$164B
$136K 0.02%
3,346
+813
PEG icon
310
Public Service Enterprise Group
PEG
$39.6B
$135K 0.02%
1,685
-1,326
OC icon
311
Owens Corning
OC
$10.2B
$131K 0.01%
1,170
CVNA icon
312
Carvana
CVNA
$62.7B
$130K 0.01%
309
+4
NRG icon
313
NRG Energy
NRG
$29.1B
$128K 0.01%
806
-45
XLI icon
314
State Street Industrial Select Sector SPDR ETF
XLI
$28.3B
$128K 0.01%
826
+140
HSBC icon
315
HSBC
HSBC
$283B
$125K 0.01%
1,590
-48
CP icon
316
Canadian Pacific Kansas City
CP
$65.3B
$125K 0.01%
1,697
+50
IBIT icon
317
iShares Bitcoin Trust
IBIT
$74.5B
$125K 0.01%
2,510
+1,450
NSC icon
318
Norfolk Southern
NSC
$65.2B
$124K 0.01%
430
VOYA icon
319
Voya Financial
VOYA
$7.09B
$124K 0.01%
1,665
+100
IBN icon
320
ICICI Bank
IBN
$110B
$123K 0.01%
4,122
-16
PCAR icon
321
PACCAR
PCAR
$63.7B
$120K 0.01%
1,097
+168
IWN icon
322
iShares Russell 2000 Value ETF
IWN
$13B
$119K 0.01%
659
EOG icon
323
EOG Resources
EOG
$57.1B
$118K 0.01%
1,121
-35
VV icon
324
Vanguard Large-Cap ETF
VV
$47.8B
$115K 0.01%
366
SHEL icon
325
Shell
SHEL
$211B
$115K 0.01%
1,567
-50
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