GAM
Guinness Asset Management Portfolio holdings
AUM
$6.28B
1-Year Est. Return
18.41%
1 Year Est. Return
+18.41%
AUM
$6.28B
AUM Growth
+$688M
(+12%)
Holding
129
Top Buys
| 1 | +$276M | |
| 2 | +$241M | |
| 3 | +$50.9M | |
| 4 |
Mondelez International
MDLZ
|
+$49.1M |
| 5 |
Procter & Gamble
PG
|
+$41.8M |
Top Sells
| 1 | +$56.3M | |
| 2 | +$51.1M | |
| 3 | +$35.9M | |
| 4 |
Amphenol
APH
|
+$19.7M |
| 5 |
TSMC
TSM
|
+$18.2M |
Sector Composition
| 1 | Technology | 30.29% |
| 2 | Financials | 19.25% |
| 3 | Industrials | 15.61% |
| 4 | Consumer Staples | 14.39% |
| 5 | Healthcare | 14.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
American Tower
AMT
$84.9B
| $71.6K | ﹤0.01% |
+368
|
|
||
127
Equinix
EQIX
$74B
| $71.1K | ﹤0.01% |
+91
|
|
||
128
Arista Networks
ANET
$165B
| – | – |
-4,210
|
|
||
|
RAL
129
Ralliant Corp
RAL
$5.57B
| – | – |
-1,765
|
|