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
$147M
AUM Growth
-$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$4.54M
3
+$2.45M
4
HAL icon
Halliburton
HAL
+$2.27M
5
CEG icon
Constellation Energy
CEG
+$2.2M

Top Sells

1
+$8.34M
2
+$5.05M
3
+$4.1M
4
AVGO icon
Broadcom
AVGO
+$2.13M
5
LRCX icon
Lam Research
LRCX
+$1.25M

Sector Composition

1 Technology 43.17%
2 Consumer Discretionary 21.74%
3 Healthcare 9%
4 Energy 8.81%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.44%
19,998
-864
27
$1.79M 1.22%
22,504
+1,666
28
$1.78M 1.21%
+14,072
29
$1.72M 1.17%
20,088
+234
30
$1.64M 1.12%
3,222
+1
31
$1.64M 1.12%
+44,076
32
$1.5M 1.02%
32,664
-1,528
33
$1.3M 0.89%
+7,785
34
$1.21M 0.83%
2,463
-1,177
35
$1.14M 0.78%
+10,396
36
$1.09M 0.74%
18,646
-937
37
$1.01M 0.69%
181,476
-9,226
38
$594K 0.4%
3,467
-48,709
39
$462K 0.31%
7,518
-30
40
$439K 0.3%
2,560
-69
41
$425K 0.29%
+4,700
42
$359K 0.24%
2,187
-107
43
$311K 0.21%
2,000
-1,680
44
$249K 0.17%
694
-2
45
$210K 0.14%
2,309
-44
46
$94.8K 0.06%
12,501
-12,499
47
$79.1K 0.05%
12,004
-1,240
48
$35K 0.02%
16,000
49
$23.2K 0.02%
+18,089
50
– –
-153,224
1
2
3