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
476
$14K ﹤0.01%
+557
477
$14K ﹤0.01%
+213
478
$14K ﹤0.01%
+330
479
$14K ﹤0.01%
+125
480
$14K ﹤0.01%
+310
481
$14K ﹤0.01%
+523
482
$13K ﹤0.01%
+91
483
$13K ﹤0.01%
+750
484
$13K ﹤0.01%
+90
485
$13K ﹤0.01%
+720
486
$13K ﹤0.01%
+142
487
$13K ﹤0.01%
+250
488
$13K ﹤0.01%
+188
489
$12K ﹤0.01%
+185
490
$12K ﹤0.01%
+160
491
$12K ﹤0.01%
+192
492
$11K ﹤0.01%
+110
493
$11K ﹤0.01%
+220
494
$11K ﹤0.01%
+109
495
$10K ﹤0.01%
+97
496
$10K ﹤0.01%
+177
497
$10K ﹤0.01%
+907
498
$10K ﹤0.01%
+223
499
$10K ﹤0.01%
+152
500
$10K ﹤0.01%
+356