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Lorraine Gallard

@Bonness Enterprises Inc

Latest period2024 - Q4ReportedManaged Assets$285.043MTotal holdings38
Assets growth rate-5.25%Assets growth rate (2-Q avg)2.41%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bonness Enterprises Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 38 positions.

Assets under management

The assets under management (AUM) of Bonness Enterprises Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 285.043M in assets, with a quarterly growth rate of -5.25% and a 2-quarter average growth rate of 2.41%. The portfolio is managed by Lorraine Gallard, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SYKStryker Corporation
Recent Activity
Decreased -0.07%
8.29%
$23.625M
65,616 shares@ $360.06 avg price
PHGKoninklijke Philips N V
Recent Activity
Decreased -15.17%
0.79%
$2.23M
88,062 shares@ $25.32 avg price
INTCIntel Corp
Recent Activity
Decreased -30.67%
0.69%
$1.962M
97,850 shares@ $20.05 avg price
GSKGsk Plc
Recent Activity
Decreased -21.67%
0.5%
$1.403M
41,480 shares@ $33.83 avg price