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
$557M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$28.4M
2 +$13.8M
3 +$12.8M
4
BXP icon
Boston Properties
BXP
+$11.2M
5
EXR icon
Extra Space Storage
EXR
+$11M

Top Sells

1 +$22.6M
2 +$22.4M
3 +$20.6M
4
ALL icon
Allstate
ALL
+$19.1M
5
BK icon
Bank of New York Mellon
BK
+$17.9M

Sector Composition

1 Financials 70.86%
2 Real Estate 23.63%
3 Technology 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-234,412
77
-344,644
78
-324,761
79
-516,629
80
-4,346
81
-150,298
82
-611,756