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
$347M
AUM Growth
-$770K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1 +$629K
2 +$482K
3 +$401K
4
SRE icon
Sempra
SRE
+$399K
5
HBAN icon
Huntington Bancshares
HBAN
+$360K

Top Sells

1 +$2.37M
2 +$414K
3 +$272K
4
WMB icon
Williams Companies
WMB
+$267K
5
SCHW icon
Charles Schwab
SCHW
+$241K

Sector Composition

1 Healthcare 6.24%
2 Communication Services 4.83%
3 Consumer Staples 4.82%
4 Financials 4.51%
5 Technology 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$530K 0.15%
918
-2
77
$513K 0.15%
9,332
-1,486
78
$511K 0.15%
9,274
-3,029
79
$487K 0.14%
2,099
+830
80
$487K 0.14%
3,557
+414
81
$482K 0.14%
+5,147
82
$480K 0.14%
2,269
+7
83
$475K 0.14%
7,779
84
$462K 0.13%
19,403
85
$462K 0.13%
4,465
-18
86
$451K 0.13%
7,910
-77
87
$431K 0.12%
17,889
-11,086
88
$426K 0.12%
1,439
+137
89
$425K 0.12%
2,540
-152
90
$420K 0.12%
4,500
91
$406K 0.12%
3,256
-136
92
$405K 0.12%
1,066
+78
93
$403K 0.12%
3,385
-130
94
$399K 0.12%
+5,406
95
$394K 0.11%
18,996
-969
96
$390K 0.11%
10,410
-14
97
$388K 0.11%
13,311
+2,628
98
$386K 0.11%
1,578
-138
99
$383K 0.11%
2,915
100
$382K 0.11%
8,953
+516