GAM
Garrison Asset Management Portfolio holdings
AUM
$197M
This Quarter Return
+12.03%
1 Year Return
+31.21%
3 Year Return
+52.13%
5 Year Return
+118.41%
10 Year Return
+273.4%
AUM
$155M
AUM Growth
+$155M
(+9.2%)
Cap. Flow
-$1.99M
Cap. Flow
% of AUM
-1.29%
Top 10 Holdings %
Top 10 Hldgs %
29.35%
Holding
98
New
5
Increased
8
Reduced
70
Closed
2
Top Buys
| 1 |
Sanofi
SNY
|
$253K |
| 2 |
Willis Towers Watson
WTW
|
$236K |
| 3 |
Ameriprise Financial
AMP
|
$222K |
| 4 |
Unilever
UL
|
$204K |
| 5 |
JPMorgan Chase
JPM
|
$202K |
Top Sells
| 1 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$255K |
| 2 |
Amazon
AMZN
|
$254K |
| 3 |
Zscaler
ZS
|
$233K |
| 4 |
AutoZone
AZO
|
$207K |
| 5 |
Deere & Co
DE
|
$157K |
Sector Composition
| 1 | Technology | 21.69% |
| 2 | Healthcare | 20.78% |
| 3 | Industrials | 16.03% |
| 4 | Consumer Staples | 10.55% |
| 5 | Energy | 4.9% |
