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
$71M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$5.63M
3
+$5.55M
4
UNH icon
UnitedHealth
UNH
+$5.3M
5
ALB icon
Albemarle
ALB
+$5.13M

Top Sells

1
+$9.24M
2
+$8.74M
3
+$8.31M
4
LNG icon
Cheniere Energy
LNG
+$6.79M
5
CVE icon
Cenovus Energy
CVE
+$5.75M

Sector Composition

1 Energy 21.96%
2 Healthcare 7.47%
3 Materials 7.22%
4 Technology 3.67%
5 Financials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.19M 11.55%
+118,542
2
$7.86M 11.08%
133,895
-36,003
3
$7.6M 10.72%
101,925
+74,389
4
$7.42M 10.45%
69,392
+2,872
5
$6.8M 9.58%
205,282
-475
6
$5.63M 7.94%
+166,035
7
$5.3M 7.47%
+10,497
8
$5.13M 7.22%
+19,382
9
$3.44M 4.84%
34,843
+9,914
10
$2.25M 3.18%
13,169
+4,576
11
$2.12M 2.98%
38,794
-160,180
12
$2.03M 2.86%
7,306
+84
13
$1.75M 2.46%
+12,725
14
$1.37M 1.93%
58,632
+1,017
15
$1.34M 1.89%
+20,194
16
$1.02M 1.43%
31,990
+1,443
17
$913K 1.29%
45,650
-43,742
18
$540K 0.76%
3,909
-23,527
19
$229K 0.32%
+10,022
20
$38K 0.05%
16,000
21
– –
-4,729
22
– –
-55,498
23
– –
-40,236
24
– –
-302,663
25
– –
-83,491
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