GFP

Gryphon Financial Partners Portfolio holdings

AUM $766M
1-Year Est. Return 20.03%
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$725M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.9M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$964K
5
MSFT icon
Microsoft
MSFT
+$802K

Top Sells

1
+$7.74M
2
+$1.7M
3
+$431K
4
NKE icon
Nike
NKE
+$423K
5
HBAN icon
Huntington Bancshares
HBAN
+$389K

Sector Composition

1 Technology 14.65%
2 Healthcare 7.19%
3 Industrials 7.15%
4 Financials 6.95%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.85M 0.52%
4,346
+339
27
$3.67M 0.5%
13,339
+703
28
$3.62M 0.49%
44,876
+23,531
29
$3.52M 0.48%
48,474
+28
30
$3.51M 0.47%
21,011
+3,905
31
$3.48M 0.47%
5,948
+93
32
$3.39M 0.46%
8,375
+843
33
$3.34M 0.45%
32,961
+2,225
34
$3.26M 0.44%
37,035
+4,036
35
$3.07M 0.41%
3,459
+119
36
$2.98M 0.4%
25,435
+2,085
37
$2.92M 0.39%
24,949
-3,200
38
$2.88M 0.39%
7,660
-21
39
$2.77M 0.37%
100,290
40
$2.73M 0.37%
13,845
-458
41
$2.43M 0.33%
15,021
+474
42
$2.41M 0.33%
9,228
+792
43
$2.35M 0.32%
4,000
-82
44
$2.31M 0.31%
7,582
+774
45
$2.3M 0.31%
17,060
-840
46
$2.25M 0.3%
10,192
+1,250
47
$2.22M 0.3%
9,530
+80
48
$2.17M 0.29%
14,703
+763
49
$2.09M 0.28%
2,943
+102
50
$2.07M 0.28%
3
1
2
3 4 5