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
626
$1K ﹤0.01%
+10
627
$1K ﹤0.01%
+75
628
$1K ﹤0.01%
+20
629
$1K ﹤0.01%
+10
630
$1K ﹤0.01%
+7
631
$1K ﹤0.01%
+7
632
$1K ﹤0.01%
+10
633
$1K ﹤0.01%
+3
634
$1K ﹤0.01%
+32
635
$1K ﹤0.01%
+30
636
$1K ﹤0.01%
+20
637
$0 ﹤0.01%
+20
638
$0 ﹤0.01%
+100
639
$0 ﹤0.01%
+10
640
$0 ﹤0.01%
+142
641
$0 ﹤0.01%
+10