GGA
Granite Group Advisors Portfolio holdings
AUM
$166M
This Quarter Return
+19.83%
1 Year Return
+23.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+5.1%)
Cap. Flow
+$33.9K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
59.67%
Holding
94
New
1
Increased
12
Reduced
28
Closed
–
Top Buys
| 1 |
Canadian Natural Resources
CNQ
|
$203K |
| 2 |
PepsiCo
PEP
|
$106K |
| 3 |
Amgen
AMGN
|
$78.5K |
| 4 |
Phillips 66
PSX
|
$19.6K |
| 5 |
Oneok
OKE
|
$17.6K |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$97.1K |
| 2 |
Microsoft
MSFT
|
$73.6K |
| 3 |
Oracle
ORCL
|
$21.4K |
| 4 |
PNC Financial Services
PNC
|
$21.3K |
| 5 |
Bank of New York Mellon
BK
|
$19.6K |
Sector Composition
| 1 | Communication Services | 45.35% |
| 2 | Technology | 15% |
| 3 | Financials | 11.06% |
| 4 | Healthcare | 9.94% |
| 5 | Consumer Discretionary | 4.99% |
