GCIM
Gunn & Company Investment Management Portfolio holdings
AUM
$145M
This Quarter Return
+7.51%
1 Year Return
+28.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(-91%)
Cap. Flow
-$1.65B
Cap. Flow
% of AUM
-1,137.37%
Top 10 Holdings %
Top 10 Hldgs %
47.24%
Holding
146
New
2
Increased
1
Reduced
53
Closed
85
Top Buys
| 1 |
Automatic Data Processing
ADP
|
$1.57M |
| 2 |
Illinois Tool Works
ITW
|
$1.23M |
| 3 |
Broadcom
AVGO
|
$188K |
Top Sells
| 1 |
Apple
AAPL
|
$111M |
| 2 |
Walmart
WMT
|
$80.9M |
| 3 |
Microsoft
MSFT
|
$80.7M |
| 4 |
Home Depot
HD
|
$76.9M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$76.9M |
Sector Composition
| 1 | Technology | 18.22% |
| 2 | Financials | 15.15% |
| 3 | Consumer Staples | 13.86% |
| 4 | Healthcare | 9.86% |
| 5 | Consumer Discretionary | 8.47% |
