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
201
-15,423
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-67,612
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-65,000
204
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205
-30,595
206
-140,547
207
-176,781
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-132,000
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-96,860
210
-74,467
211
-110,051
212
-134,604
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-58,788
214
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215
-90,807
216
-105,679
217
-175,682
218
-67,829
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-16,338
220
-26,554
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-191,116
222
-932,322
223
-127,078
224
-130,000
225
-26,502