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
101
$1.06M 0.19%
+18,674
102
$1.06M 0.19%
3,067
+40
103
$984K 0.18%
23,691
104
$979K 0.18%
9,423
105
$940K 0.17%
6,179
+65
106
$933K 0.17%
2,497
-275
107
$927K 0.17%
3,710
+100
108
$890K 0.16%
12,572
+2,060
109
$873K 0.16%
+16,505
110
$830K 0.15%
43,411
-1,006
111
$813K 0.15%
1,998
+70
112
$812K 0.15%
5,060
-3,650
113
$763K 0.14%
5,026
114
$757K 0.14%
7,500
115
$720K 0.13%
4,363
116
$716K 0.13%
2,178
117
$711K 0.13%
11,170
+666
118
$690K 0.12%
5,570
119
$687K 0.12%
30,445
120
$683K 0.12%
1,462
-400
121
$651K 0.12%
17,506
122
$630K 0.11%
8,283
-875
123
$612K 0.11%
11,534
+310
124
$610K 0.11%
7,788
+75
125
$605K 0.11%
5,672
3 4
5
6 7