GBWM

Granite Bay Wealth Management Portfolio holdings

AUM $384M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$20.9M
2 +$13.8M
3 +$9.81M
4
MSFT icon
Microsoft
MSFT
+$7.35M
5
TMUS icon
T-Mobile US
TMUS
+$5.78M

Top Sells

1 +$3.54M
2 +$663K
3 +$384K
4
ASTH icon
Astrana Health
ASTH
+$290K
5
AMT icon
American Tower
AMT
+$256K

Sector Composition

1 Technology 7.59%
2 Consumer Discretionary 5.62%
3 Communication Services 5.49%
4 Financials 5.45%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-94,254
77
-1,853
78
-1,100