GHAM
Gilman Hill Asset Management Portfolio holdings
AUM
$612M
1-Year Return
9.17%
This Quarter Return
-1.22%
1 Year Return
+9.17%
3 Year Return
+38.51%
5 Year Return
+100.73%
10 Year Return
+149.49%
AUM
$553M
AUM Growth
-$5.26M
(-0.94%)
Cap. Flow
+$3.05M
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
21.02%
Holding
231
New
18
Increased
99
Reduced
54
Closed
18
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$7.26M |
| 2 |
United Parcel Service
UPS
|
$4.5M |
| 3 |
Kinetik
KNTK
|
$1.56M |
| 4 |
Zimmer Biomet
ZBH
|
$1.48M |
| 5 |
GXO Logistics
GXO
|
$1.38M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$12.1M |
| 2 |
3M
MMM
|
$2.48M |
| 3 |
Microsoft
MSFT
|
$1.53M |
| 4 |
NVIDIA
NVDA
|
$1.35M |
| 5 |
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% |
