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
$553M
AUM Growth
-$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$4.5M
3
+$1.56M
4
ZBH icon
Zimmer Biomet
ZBH
+$1.48M
5
GXO icon
GXO Logistics
GXO
+$1.38M

Top Sells

1
+$12.1M
2
+$2.48M
3
+$1.53M
4
NVDA icon
NVIDIA
NVDA
+$1.35M
5
MCD icon
McDonald's
MCD
+$1.15M

Sector Composition

1 Real Estate 14.27%
2 Industrials 11.75%
3 Energy 11.22%
4 Healthcare 10.84%
5 Technology 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.03M 0.73%
61,067
+3,705
52
$3.98M 0.72%
37,387
+567
53
$3.95M 0.71%
18,732
-180
54
$3.9M 0.71%
54,658
+2,341
55
$3.85M 0.7%
53,331
+8,850
56
$3.82M 0.69%
35,982
+563
57
$3.81M 0.69%
5,891
+266
58
$3.76M 0.68%
37,909
+477
59
$3.71M 0.67%
37,930
+3,847
60
$3.7M 0.67%
34,247
+1,909
61
$3.63M 0.66%
51,561
+905
62
$3.58M 0.65%
42,346
+2,048
63
$3.57M 0.65%
64,872
+4,135
64
$3.56M 0.65%
160,125
-325
65
$3.56M 0.64%
6,436
+79
66
$3.47M 0.63%
75,816
+3,465
67
$3.44M 0.62%
60,767
-15,247
68
$3.31M 0.6%
42,067
+2,709
69
$3.28M 0.59%
22,152
-65
70
$3.03M 0.55%
37,415
71
$2.95M 0.53%
23,870
-10,900
72
$2.95M 0.53%
6,759
+352
73
$2.86M 0.52%
26,358
+13,668
74
$2.67M 0.48%
14,580
-2,040
75
$2.65M 0.48%
6,948
+406
1 2
3
4 5