GWI

Grace & White Inc Portfolio holdings

AUM $567M
1-Year Est. Return 7.58%
This Quarter Est. Return
1 Year Est. Return
+7.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$516M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Sells

1 +$3.54M
2 +$2.77M
3 +$1.94M
4
MKL icon
Markel Group
MKL
+$1.57M
5
LDL
Lydall, Inc.
LDL
+$1.51M

Sector Composition

1 Financials 16.41%
2 Energy 14.37%
3 Industrials 13.69%
4 Materials 9.2%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$0 ﹤0.01%
11,200