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
501
$9K ﹤0.01%
+534
502
$9K ﹤0.01%
+136
503
$9K ﹤0.01%
+86
504
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505
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+128
506
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+279
507
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+25
508
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+80
509
$8K ﹤0.01%
+664
510
$8K ﹤0.01%
+155
511
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+124
512
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+100
513
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514
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+47
515
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+383
516
$7K ﹤0.01%
+14
517
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+25
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519
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520
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+22
521
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+29
522
$6K ﹤0.01%
+200
523
$6K ﹤0.01%
+128
524
$6K ﹤0.01%
+30
525
$6K ﹤0.01%
+83