GAM

Goldentree Asset Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 5.7%
This Quarter Est. Return
1 Year Est. Return
+5.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$38.1M
2 +$37.7M
3 +$29.1M
4
EXE
Expand Energy Corp
EXE
+$27.9M
5
FOXA icon
Fox Class A
FOXA
+$22.6M

Top Sells

1 +$179M
2 +$156M
3 +$82.6M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$50.1M
5
VST icon
Vistra
VST
+$40M

Sector Composition

1 Energy 32.9%
2 Healthcare 15.35%
3 Communication Services 14.1%
4 Financials 7.98%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-48,053