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
$122M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$213K
2 +$210K
3 +$201K
4
PSX icon
Phillips 66
PSX
+$113K
5
ABT icon
Abbott
ABT
+$90.2K

Top Sells

1 +$227K
2 +$201K
3 +$147K
4
LECO icon
Lincoln Electric
LECO
+$95.4K
5
MMM icon
3M
MMM
+$95.1K

Sector Composition

1 Industrials 23.09%
2 Healthcare 20.32%
3 Technology 16.34%
4 Materials 11.59%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$144K 0.12%
12,540
77
-3,215
78
-2,141