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
1
$8.84M 6.01%
203,110
-94,320
2
$7.8M 5.31%
24,702
-1,027
3
$6.44M 4.38%
62,616
+2,183
4
$6.42M 4.37%
10,911
+890
5
$6.42M 4.37%
96,382
-1,389
6
$6.38M 4.34%
25,490
-1,081
7
$6.24M 4.25%
11,167
-455
8
$6.21M 4.22%
43,814
+9,809
9
$6.13M 4.17%
67,458
-1,402
10
$6.09M 4.14%
+11,331
11
$5.75M 3.91%
41,935
+1,001
12
$5.61M 3.82%
67,600
-25,650
13
$5.35M 3.64%
40,863
-152
14
$5.2M 3.54%
59,827
-2,892
15
$4.78M 3.25%
1,550
-19
16
$4.72M 3.21%
40,248
-404
17
$4.62M 3.14%
36,317
-90
18
$4.54M 3.09%
+15,114
19
$3.71M 2.52%
19,360
-678
20
$2.69M 1.83%
42,940
-19,940
21
$2.69M 1.83%
76,097
-2,652
22
$2.45M 1.66%
+73,725
23
$2.27M 1.55%
+56,140
24
$2.22M 1.51%
29,931
-1,166
25
$2.2M 1.5%
+20,204
1
2 3