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
$8.16B
AUM Growth
+$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$135M
2 +$124M
3 +$25M
4
UNH icon
UnitedHealth
UNH
+$11.9M
5
CME icon
CME Group
CME
+$9.32M

Top Sells

1 +$21.7M
2 +$2.21M
3 +$1.92M
4
MELI icon
Mercado Libre
MELI
+$438K
5
BABA icon
Alibaba
BABA
+$378K

Sector Composition

1 Financials 26.13%
2 Consumer Discretionary 19.41%
3 Technology 19.29%
4 Healthcare 14.26%
5 Communication Services 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.38M 0.02%
15,221
-630
27
$451K 0.01%
8,395
-425