GCIM
Gunn & Company Investment Management Portfolio holdings
AUM
$145M
This Quarter Return
+2.73%
1 Year Return
+28.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.69B
AUM Growth
+$1.69B
(+1,168%)
Cap. Flow
+$1.55B
Cap. Flow
% of AUM
91.94%
Top 10 Holdings %
Top 10 Hldgs %
43.53%
Holding
147
New
86
Increased
51
Reduced
1
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$100M |
| 2 |
Microsoft
MSFT
|
$83.9M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$79M |
| 4 |
JPMorgan Chase
JPM
|
$70.6M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$68M |
Top Sells
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$17.7K |
Sector Composition
| 1 | Financials | 15.24% |
| 2 | Technology | 15.17% |
| 3 | Consumer Staples | 13.89% |
| 4 | Healthcare | 10.28% |
| 5 | Consumer Discretionary | 9.73% |
