GAM

Gritstone Asset Management Portfolio holdings

AUM $97.2M
1-Year Est. Return 14.24%
This Quarter Est. Return
1 Year Est. Return
+14.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.9M
AUM Growth
+$282K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Sector Composition

1 Financials 61.95%
2 Industrials 4.12%
3 Healthcare 3.25%
4 Utilities 1.05%
5 Technology 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-586,000
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228
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229
-77,494
230
-15,502
231
-157,701
232
-16,032
233
-159,029
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-56,525
235
-12,057
236
-15,945
237
-26,155
238
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239
-24,845
240
-24,418
241
-53,997
242
-302,218
243
-66,580
244
-174,808
245
-21,020
246
-142,237
247
-247,265
248
-13,318
249
-22,390
250
-799,281