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
$505M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$5.18M
3
+$2.8M
4
PG icon
Procter & Gamble
PG
+$1.69M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.45M

Top Sells

1
+$2.53M
2
+$2.34M
3
+$720K
4
NVDA icon
NVIDIA
NVDA
+$548K
5
WFC icon
Wells Fargo
WFC
+$414K

Sector Composition

1 Technology 9.92%
2 Healthcare 8.46%
3 Industrials 5.72%
4 Financials 5.57%
5 Communication Services 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.25%
5,184
+3,742
52
$1.21M 0.23%
4,762
-236
53
$1.18M 0.22%
3,980
+323
54
$1.18M 0.22%
3,138
+2,119
55
$1.14M 0.22%
45,636
+27,916
56
$1.11M 0.21%
9,995
+6,810
57
$1.11M 0.21%
9,681
+302
58
$1.1M 0.21%
2,770
+1
59
$1.05M 0.2%
9,051
-2,214
60
$1.04M 0.2%
24,336
-93
61
$1.02M 0.19%
5,392
+2,942
62
$1M 0.19%
10,204
-1,609
63
$951K 0.18%
5,498
+3,328
64
$940K 0.18%
2,456
-526
65
$931K 0.18%
15,426
+100
66
$930K 0.18%
3,191
+326
67
$925K 0.18%
9,209
+287
68
$912K 0.17%
1,367
+77
69
$901K 0.17%
1,586
-183
70
$894K 0.17%
11,975
+6,017
71
$876K 0.17%
2,110
+15
72
$864K 0.16%
16,762
-830
73
$844K 0.16%
4,895
+94
74
$840K 0.16%
1,307
-104
75
$835K 0.16%
14,186
-3,239
1 2
3
4 5