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 Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ACI Albertsons Companies, Inc. Consumer Defensive	$10.3B	$2.29 Million 5.78% of portfolio	123,765	Q3 2024 Reduced 53.52%
INTC Intel Corp Technology	$83.9B	$1.78 Million 4.5% of portfolio	76,000	Q3 2024 New

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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Gwm Asset Management LTD Portfolio Holdings