GAM

Garrison Asset Management Portfolio holdings

AUM $197M
1-Year Est. Return 31.21%
This Quarter Est. Return
1 Year Est. Return
+31.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$2.84M
3 +$2.8M
4
ABBV icon
AbbVie
ABBV
+$2.68M
5
ANSS
Ansys
ANSS
+$2.67M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 22.1%
2 Healthcare 20.21%
3 Technology 15.9%
4 Consumer Staples 11.8%
5 Materials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.19%
+4,508
77
$98K 0.09%
+12,540