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Patricia Mullin

@Gemmer Asset Management Llc

Latest period2024 - Q4ReportedManaged Assets$1.016BTotal holdings151
Assets growth rate1.67%Assets growth rate (2-Q avg)4.31%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Gemmer Asset Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 151 positions.

Assets under management

The assets under management (AUM) of Gemmer Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.016B in assets, with a quarterly growth rate of 1.67% and a 2-quarter average growth rate of 4.31%. The portfolio is managed by Patricia Mullin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOEVanguard Index Fds
Recent Activity
Increased 0.5%
0.03%
$228,379
1,412 shares@ $161.75 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 100%
0.03%
$217,988
1,198 shares@ $181.96 avg price