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
$174M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$1.49M
3 +$800K
4
APD icon
Air Products & Chemicals
APD
+$727K
5
AMZN icon
Amazon
AMZN
+$663K

Top Sells

1 +$497K
2 +$134K
3 +$86.7K
4
BMY icon
Bristol-Myers Squibb
BMY
+$79.2K
5
UNH icon
UnitedHealth
UNH
+$57.3K

Sector Composition

1 Technology 23.58%
2 Financials 14.91%
3 Healthcare 14.33%
4 Consumer Discretionary 9.24%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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152
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20
153
$0 ﹤0.01%
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-2,210
157
$0 ﹤0.01%
10
158
-23,420
159
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160
$0 ﹤0.01%
4
161
-120