GHAM

Gilman Hill Asset Management Portfolio holdings

AUM $635M
1-Year Est. Return 8.46%
This Quarter Est. Return
1 Year Est. Return
+8.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$4.4M
3
+$1.14M
4
GSK icon
GSK
GSK
+$793K
5
TT icon
Trane Technologies
TT
+$308K

Top Sells

1
+$4.16M
2
+$2.71M
3
+$1.74M
4
DOW icon
Dow Inc
DOW
+$1.71M
5
TSM icon
TSMC
TSM
+$1.47M

Sector Composition

1 Financials 12.6%
2 Communication Services 11.23%
3 Technology 10.7%
4 Real Estate 9.23%
5 Healthcare 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-3,600
177
– –
-1,000
178
– –
-35,375
179
– –
-26,375
180
– –
-21,540
4 5 6 7
8