GI

GS Investments Portfolio holdings

AUM $226M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.06M
3 +$720K
4
JPM icon
JPMorgan Chase
JPM
+$576K
5
WH icon
Wyndham Hotels & Resorts
WH
+$353K

Top Sells

1 +$519K
2 +$323K
3 +$246K
4
FIVE icon
Five Below
FIVE
+$171K
5
AAPL icon
Apple
AAPL
+$143K

Sector Composition

1 Technology 19.7%
2 Healthcare 16.96%
3 Financials 13%
4 Industrials 11.27%
5 Consumer Discretionary 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-800
127
-13