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
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$8M
2 +$6.69M
3 +$5.98M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.55M
5
WMT icon
Walmart
WMT
+$4.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.14%
2 Financials 14.96%
3 Consumer Staples 12.82%
4 Healthcare 12.15%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$239K 0.21%
+5,490
52
$228K 0.2%
+500