GAM

GuardCap Asset Management Portfolio holdings

AUM $5.1B
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.44B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$131M
2 +$37M
3 +$33.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$27.9M
5
MA icon
Mastercard
MA
+$25.7M

Top Sells

1 +$1.2M
2 +$592K

Sector Composition

1 Financials 26.29%
2 Consumer Discretionary 24.4%
3 Technology 19.33%
4 Healthcare 10.22%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$686K 0.01%
11,825