Thomas Russo - Gardner Russo & Quinn Portfolio

Period Date  Mar 31, 2025
Filing Date  May 13, 2025
Total Stocks  86
Portfolio Value  $8.92B
Portfolio Value  $8919669948

Gardner Russo & Quinn Portfolio Allocation

SectorPercentage of portfolio (%)
Financial Services
36.12%
Communication Services
17.52%
Consumer Defensive
17.25%
Basic Materials
3.88%
Technology
3.66%
Energy
0.26%
Industrials
0.23%
Healthcare
0.05%
Consumer Cyclical
0.03%
Real Estate
0.01%