GHAM

Gilman Hill Asset Management Portfolio holdings

AUM $639M
1-Year Est. Return 3.55%
This Quarter Est. Return
1 Year Est. Return
+3.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
-$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$7.39M
2 +$5.14M
3 +$2.09M
4
SHEL icon
Shell
SHEL
+$1.97M
5
META icon
Meta Platforms (Facebook)
META
+$1.11M

Top Sells

1 +$7.02M
2 +$5.44M
3 +$5.15M
4
CVX icon
Chevron
CVX
+$4M
5
BGS icon
B&G Foods
BGS
+$2.03M

Sector Composition

1 Financials 12.99%
2 Industrials 11.43%
3 Real Estate 11.18%
4 Healthcare 10.71%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4,564
227
-1,608
228
-12,000