GCM
Gunderson Capital Management Portfolio holdings
AUM
$239M
1-Year Return
96.46%
This Quarter Return
+17.81%
1 Year Return
+96.46%
3 Year Return
+537.5%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$16.7M
(+12%)
Cap. Flow
+$437K
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
53.58%
Holding
54
New
11
Increased
7
Reduced
22
Closed
12
Top Buys
| 1 |
Tesla
TSLA
|
$6.96M |
| 2 |
Restaurant Brands International
QSR
|
$6.02M |
| 3 |
RTX Corp
RTX
|
$5.05M |
| 4 |
Amazon
AMZN
|
$4.75M |
| 5 |
Oracle
ORCL
|
$2.48M |
Top Sells
| 1 |
Walt Disney
DIS
|
$6.86M |
| 2 |
Progressive
PGR
|
$6.37M |
| 3 |
Apollo Global Management
APO
|
$2.46M |
| 4 |
Nucor
NUE
|
$2.1M |
| 5 |
Schlumberger
SLB
|
$2.08M |
Sector Composition
| 1 | Technology | 56.76% |
| 2 | Consumer Discretionary | 21.8% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 4.7% |
| 5 | Energy | 4.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Global X Silver Miners ETF NEW
SIL
$2.86B
| – | – |
-7,000
| Closed | -$215K |
|
|
52
Schlumberger
SLB
$53.7B
| – | – |
-42,335
| Closed | -$2.08M |
|
53
Suncor Energy
SU
$48.7B
| – | – |
-63,648
| Closed | -$1.98M |
|
|
AUY
54
DELISTED
Yamana Gold, Inc.
AUY
| – | – |
-40,000
| Closed | -$234K |
|