GAM

GVO Asset Management Portfolio holdings

AUM $1.07M
1-Year Est. Return 24.36%
This Quarter Est. Return
1 Year Est. Return
-24.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$21.5M
2 +$14.6M
3 +$10M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$9.99M
5
BABA icon
Alibaba
BABA
+$9.79M

Top Sells

1 +$40M
2 +$34.4M
3 +$19.7M
4
SYK icon
Stryker
SYK
+$15.4M
5
SPGI icon
S&P Global
SPGI
+$13.6M

Sector Composition

1 Financials 37.7%
2 Technology 16.32%
3 Real Estate 13%
4 Communication Services 10.97%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-15,100