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
$677M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.59M
3
+$4.13M
4
GLD icon
SPDR Gold Trust
GLD
+$4.1M
5
ORCL icon
Oracle
ORCL
+$2.5M

Top Sells

1
+$4.11M
2
+$2.85M
3
+$2.62M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
NKE icon
Nike
NKE
+$1.36M

Sector Composition

1 Technology 15.62%
2 Healthcare 5.92%
3 Financials 5.6%
4 Consumer Discretionary 4%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2.8K ﹤0.01%
+68
627
$2.79K ﹤0.01%
+574
628
$2.79K ﹤0.01%
+23
629
$2.76K ﹤0.01%
+28
630
$2.73K ﹤0.01%
+35
631
$2.73K ﹤0.01%
+114
632
$2.73K ﹤0.01%
+194
633
$2.71K ﹤0.01%
+77
634
$2.71K ﹤0.01%
+60
635
$2.7K ﹤0.01%
+12
636
$2.66K ﹤0.01%
+9
637
$2.64K ﹤0.01%
44
-56
638
$2.59K ﹤0.01%
+13
639
$2.57K ﹤0.01%
+29
640
$2.55K ﹤0.01%
38
641
$2.53K ﹤0.01%
+95
642
$2.53K ﹤0.01%
+35
643
$2.5K ﹤0.01%
+10
644
$2.46K ﹤0.01%
+22
645
$2.42K ﹤0.01%
+52
646
$2.38K ﹤0.01%
+93
647
$2.35K ﹤0.01%
51
648
$2.32K ﹤0.01%
+78
649
$2.29K ﹤0.01%
+21
650
$2.27K ﹤0.01%
23
24 25
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27 28