Asset Manager
← All Institutions
Gimbel Daniel Scott
Market Value
$433M
+14.8%
Holdings
3
New Purchases
0
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| TLN | 33.58% | 26.58% | +7.00% | $146M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 1 | $146M | 33.6% |
| Mid Cap | 2 | $288M | 66.4% |
Portfolio Analytics
Avg Market Cap
$9.0B
Median Market Cap
$5.5B
Avg P/E
12.5
Median P/E
12.5
Avg Dividend Yield
0.01%
Avg Beta
1.10
# Stocks
3
# ETFs / Funds
0