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
$668M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.77M
3
+$1.73M
4
SNAP icon
Snap
SNAP
+$1.49M
5
RIVN icon
Rivian
RIVN
+$1.28M

Top Sells

1
+$717K
2
+$542K
3
+$338K
4
PATH icon
UiPath
PATH
+$295K
5
NFLX icon
Netflix
NFLX
+$269K

Sector Composition

1 Technology 15.08%
2 Healthcare 7.04%
3 Financials 6.6%
4 Industrials 6.56%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.27%
134,974
-429
52
$1.77M 0.26%
10,360
+2,016
53
$1.76M 0.26%
19,148
+280
54
$1.73M 0.26%
6,808
+284
55
$1.69M 0.25%
3,043
-133
56
$1.67M 0.25%
8,436
-110
57
$1.64M 0.25%
9,395
+1,023
58
$1.6M 0.24%
37,475
-4,890
59
$1.58M 0.24%
7,389
+935
60
$1.53M 0.23%
39,075
-2,291
61
$1.51M 0.23%
3,160
+796
62
$1.49M 0.22%
+90,000
63
$1.45M 0.22%
12,219
-23
64
$1.45M 0.22%
21,345
+1,709
65
$1.44M 0.22%
8,730
+174
66
$1.41M 0.21%
6,609
+612
67
$1.35M 0.2%
25,202
+9,173
68
$1.33M 0.2%
9,392
+2,200
69
$1.31M 0.2%
1,665
-57
70
$1.28M 0.19%
+95,164
71
$1.27M 0.19%
25,712
+979
72
$1.26M 0.19%
4,022
+68
73
$1.24M 0.19%
6,355
+725
74
$1.17M 0.18%
24,680
-898
75
$1.15M 0.17%
16,231
+2,723
1 2
3
4 5