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
76
$2.63M 0.48%
4,921
-25
77
$2.56M 0.46%
190,786
-85,093
78
$2.43M 0.44%
14,185
-1,664
79
$2.39M 0.43%
32,627
+327
80
$2.39M 0.43%
54,645
+4,155
81
$2.37M 0.43%
61,457
+4,005
82
$2.14M 0.39%
39,486
+3,876
83
$2.09M 0.38%
67,370
+196
84
$2.06M 0.37%
24,605
85
$1.94M 0.35%
33,000
-2,135
86
$1.84M 0.33%
9,520
+1,300
87
$1.83M 0.33%
300,480
+6,690
88
$1.78M 0.32%
15,433
+5,925
89
$1.78M 0.32%
12,146
-2,109
90
$1.75M 0.32%
1,932
-879
91
$1.64M 0.3%
13,243
+1,175
92
$1.6M 0.29%
24,399
+535
93
$1.56M 0.28%
9,466
+250
94
$1.56M 0.28%
+37,525
95
$1.54M 0.28%
9,356
96
$1.54M 0.28%
7,596
-1,591
97
$1.53M 0.28%
85,465
+4,930
98
$1.44M 0.26%
31,461
+4,760
99
$1.28M 0.23%
2,351
+63
100
$1.06M 0.19%
5,845
-1,440
2 3
4
5 6