GBT

Grove Bank & Trust Portfolio holdings

AUM $855M
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Sells

1 +$5.63M
2 +$3.49M
3 +$1.3M
4
META icon
Meta Platforms (Facebook)
META
+$1.3M
5
XOM icon
Exxon Mobil
XOM
+$1.29M

Sector Composition

1 Technology 12.17%
2 Healthcare 7.07%
3 Financials 5.96%
4 Consumer Staples 4.23%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$88K 0.02%
+422
302
$87K 0.02%
+700
303
$85K 0.02%
+1,700
304
$84K 0.02%
+3,427
305
$83K 0.02%
+4,502
306
$83K 0.02%
+914
307
$82K 0.02%
+1,129
308
$82K 0.02%
+330
309
$82K 0.02%
+1,018
310
$79K 0.02%
+845
311
$78K 0.02%
+452
312
$77K 0.02%
+764
313
$77K 0.02%
+2,424
314
$77K 0.02%
+646
315
$76K 0.02%
+725
316
$76K 0.02%
+668
317
$75K 0.02%
+3,942
318
$74K 0.02%
+1,956
319
$73K 0.02%
+848
320
$73K 0.02%
+944
321
$73K 0.02%
+582
322
$73K 0.02%
+563
323
$73K 0.02%
+588
324
$73K 0.02%
+2,352
325
$71K 0.02%
+804