GC

Gruss & Co Portfolio holdings

AUM $38.4M
1-Year Est. Return 40.47%
This Quarter Est. Return
1 Year Est. Return
+40.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.7M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$5.82M
3
+$4.62M
4
PFE icon
Pfizer
PFE
+$3.83M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.31M

Top Sells

1
+$2.39M
2
+$2.17M
3
+$1.93M
4
WFT
Weatherford International plc
WFT
+$1.34M
5
AEE icon
Ameren
AEE
+$1.13M

Sector Composition

1 Communication Services 11.79%
2 Consumer Discretionary 10.26%
3 Real Estate 7.85%
4 Technology 7.24%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-60,000
52
– –
-10,000
1 2
3