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
$855M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1 +$8.47M
2 +$7.64M
3 +$3.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.05M
5
NVDA icon
NVIDIA
NVDA
+$2.26M

Top Sells

1 +$10.7M
2 +$4.46M
3 +$3.37M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.28M
5
ORCL icon
Oracle
ORCL
+$1.49M

Sector Composition

1 Technology 15.59%
2 Financials 5.57%
3 Healthcare 4.52%
4 Consumer Discretionary 3.6%
5 Communication Services 3.28%

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