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
$178M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.83M
2 +$333K
3 +$220K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$202K
5
KMB icon
Kimberly-Clark
KMB
+$138K

Top Sells

1 +$2.77M
2 +$345K
3 +$315K
4
MSFT icon
Microsoft
MSFT
+$250K
5
ABBV icon
AbbVie
ABBV
+$247K

Sector Composition

1 Industrials 19.8%
2 Healthcare 18.84%
3 Technology 18.6%
4 Consumer Staples 9.65%
5 Materials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.11%
+804
102
-31,318
103
-3,624