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
$131M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1 +$406K
2 +$372K
3 +$355K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$325K
5
PM icon
Philip Morris
PM
+$310K

Top Sells

1 +$3.6M
2 +$1.74M
3 +$693K
4
XOM icon
Exxon Mobil
XOM
+$384K
5
CVS icon
CVS Health
CVS
+$324K

Sector Composition

1 Consumer Staples 11.17%
2 Healthcare 9.82%
3 Communication Services 8.95%
4 Energy 6.68%
5 Technology 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$6K ﹤0.01%
+48
427
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162
428
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+80
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36
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60
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448
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449
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450
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+26