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
$243M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$17.7M
3 +$9.78M
4
IRBT icon
iRobot
IRBT
+$7.89M
5
UNH icon
UnitedHealth
UNH
+$6.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 26.09%
2 Consumer Discretionary 20.28%
3 Real Estate 15.82%
4 Communication Services 13.71%
5 Technology 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.19M 0.9%
+93,000
27
$1.78M 0.73%
50,000
28
$1.45M 0.6%
63,800
29
$1.27M 0.52%
+41,000
30
$894K 0.37%
+12,000
31
$588K 0.24%
+45,000