GCIM

Gunn & Company Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 28.52%
This Quarter Est. Return
1 Year Est. Return
+28.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.43M

Top Sells

1
+$92.3M
2
+$85.1M
3
+$70.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$70.5M
5
HD icon
Home Depot
HD
+$69.7M

Sector Composition

1 Technology 16.5%
2 Financials 15.59%
3 Consumer Staples 13.05%
4 Consumer Discretionary 10.9%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.72%
125,672
-1,904,034
27
$2.05M 1.54%
47,240
-664,563
28
$1.91M 1.43%
6,750
-95,378
29
$1.57M 1.18%
8,620
-108,315
30
$1.43M 1.07%
+7,329
31
$1.34M 1.01%
7,410
-21,585
32
$1.23M 0.93%
21,610
33
$1.02M 0.77%
15,908
-338,474
34
$860K 0.65%
21,024
35
$792K 0.6%
1,631
-468
36
$765K 0.58%
3,640
-4,634
37
$760K 0.57%
1,453
-4,160
38
$704K 0.53%
11,288
39
$688K 0.52%
11,667
-246,081
40
$668K 0.5%
12,271
41
$668K 0.5%
11,508
-236,933
42
$622K 0.47%
800
-638
43
$599K 0.45%
4,570
-56,746
44
$582K 0.44%
6,440
-7,590
45
$484K 0.36%
2,650
-1,232
46
$441K 0.33%
19,024
47
$429K 0.32%
6,714
-589,490
48
$392K 0.29%
955
-95
49
$385K 0.29%
1,511
-22,838
50
$293K 0.22%
2,210
-740
1
2
3 4 5