GCM

Gunderson Capital Management Portfolio holdings

AUM $271M
1-Year Est. Return 115.07%
This Quarter Est. Return
1 Year Est. Return
+115.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.5M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.08M
3
+$648K
4
CDW icon
CDW
CDW
+$598K
5
AZN icon
AstraZeneca
AZN
+$490K

Top Sells

1
+$4.43M
2
+$4.34M
3
+$3.82M
4
CSX icon
CSX Corp
CSX
+$3.56M
5
WDAY icon
Workday
WDAY
+$3.54M

Sector Composition

1 Technology 38.44%
2 Healthcare 16.94%
3 Financials 16.3%
4 Communication Services 13.94%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$627K 0.69%
4,288
-25
27
$598K 0.65%
+4,186
28
$598K 0.65%
4,517
+1,382
29
$578K 0.63%
3,248
+30
30
$560K 0.61%
10,002
+3,861
31
$546K 0.6%
12,995
-745
32
$512K 0.56%
5,899
+2,544
33
$510K 0.56%
4,374
-831
34
$490K 0.54%
+9,831
35
$490K 0.54%
8,092
+2,024
36
$486K 0.53%
+12,359
37
$459K 0.5%
3,835
+1,283
38
$385K 0.42%
3,430
+415
39
$369K 0.4%
2,167
+413
40
$365K 0.4%
1,062
+197
41
$329K 0.36%
3,243
+222
42
$320K 0.35%
+2,219
43
$224K 0.24%
+10,887
44
$203K 0.22%
+3,358
45
$25K 0.03%
16,000
46
– –
-11,069
47
– –
-3,395
48
– –
-5,152
49
– –
-20,808
50
– –
-13,460
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