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Home > Institutional Investor > Gwm Asset Management Ltd > Profile

Instuitional Investor - Gwm Asset Management Ltd

Fund Profile
Filing Period:
Fund Name: Gwm Asset Management Ltd
Portfolio Value $17,714,176
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Heico Corp
 HEI, HEI.A 70,030 $9,975,073 56.31%
2.
Pnm Resources Inc
 PNM 91,850 $3,820,960 21.57%
3.
Hollysys Automation Technlgs Ltd
 HOLI 72,500 $1,910,375 10.78%
4.
Euronav Nv
 EURN 100,000 $1,759,000 9.92%
5.
Capri Holdings LtdCALL
 CPRI 100,000 $234,651 1.32%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)