GC

Gillson Capital Portfolio holdings

AUM $1.31B
1-Year Est. Return 28.41%
This Quarter Est. Return
1 Year Est. Return
+28.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$22M
2 +$16.8M
3 +$16.5M
4
KEY icon
KeyCorp
KEY
+$16.5M
5
FHN icon
First Horizon
FHN
+$15.6M

Top Sells

1 +$21.8M
2 +$18M
3 +$16.7M
4
ALL icon
Allstate
ALL
+$14.7M
5
IBKC
IBERIABANK Corp
IBKC
+$12.4M

Sector Composition

1 Financials 93.07%
2 Real Estate 3.57%
3 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-16,993
52
-57,009
53
-128,270