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
51
$278K 0.21%
500
-362
52
$274K 0.21%
1,740
-13,859
53
$228K 0.17%
2,000
-618
54
$228K 0.17%
1,855
-1,139
55
$223K 0.17%
10,950
56
$222K 0.17%
6,959
57
$209K 0.16%
570
-827
58
$208K 0.16%
1,000
-511
59
– –
-4,877
60
– –
-2,029
61
– –
-15,309
62
– –
-7,069
63
– –
-3,477
64
– –
-9,770
65
– –
-842
66
– –
-1,065
67
– –
-692
68
– –
-965
69
– –
-1,137
70
– –
-12
71
– –
-18,333
72
– –
-3,118
73
– –
-1,739
74
– –
-1,321
75
– –
-4,909
1 2
3
4 5