Gwm Asset Management LTD Portfolio Holdings

Gwm Asset Management LTD

  • $39.6 Million
  • Q3 2024

Gwm Asset Management LTD has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $39.6 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capri Holdings LTD with a value of $6.37M, Champion X Corp with a value of $2.94M, Albertsons Companies, Inc. with a value of $2.29M, Intel Corp with a value of $1.78M, and Pnm Resources Inc with a value of $1.74M.

Examining the 13F form we can see an increase of $5M in the current position value, from $34.6M to 39.6M.

Gwm Asset Management LTD is based out at St.Julians, O1

Below you can find more details about Gwm Asset Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $39.6 Million
Consumer Defensive: $19.3 Million
Consumer Cyclical: $12.7 Million
Energy: $2.94 Million
Technology: $2.84 Million
Utilities: $1.74 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.06B
$6.37 Million 16.09% of portfolio
150,000
Q2 2024 New
$5.65B
$2.94 Million 7.42% of portfolio
97,500
Q2 2024 New
$10.3B
$2.29 Million 5.78% of portfolio
123,765
Q3 2024 Reduced 53.52%
$83.9B
$1.78 Million 4.5% of portfolio
76,000
Q3 2024 New
$3.57B
$1.74 Million 4.4% of portfolio
41,850
Q3 2024 Reduced 59.17%
-
$0 0.0% of portfolio
-
Q3 2024 Added 142.92%

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $39.6 Million
  • Prior Value $34.6 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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