Gemmer Asset Management LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $982 Million distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $109M, Schwab Strategic Tr Intl Eqty with a value of $81.1M, Schwab Fundamental U S Large C with a value of $58.6M, Schwab Strategic Tr Us Large C with a value of $50.5M, and Vanguard Bd Index Fd Inc Short with a value of $46.9M.
Examining the 13F form we can see an increase of $12.8M in the current position value, from $969M to 982M.
Below you can find more details about Gemmer Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$982 Million
ETFs: $798 Million
Technology: $102 Million
Industrials: $44.4 Million
Consumer Cyclical: $17.2 Million
Financial Services: $8.38 Million
Healthcare: $5.12 Million
Consumer Defensive: $2.92 Million
Communication Services: $2.01 Million
Other: $2.55 Million
Stock Holdings Table Market Cap. of $200 Billions or more
