GGA
Granite Group Advisors Portfolio holdings
AUM
$165M
1-Year Est. Return
19.24%
1 Year Est. Return
+19.24%
AUM
$166M
AUM Growth
+$22M
(+15%)
Holding
83
Top Buys
| 1 | +$1.36M | |
| 2 | +$1.07M | |
| 3 | +$610K | |
| 4 |
Starbucks
SBUX
|
+$564K |
| 5 |
Morgan Stanley
MS
|
+$278K |
Top Sells
| 1 | +$1.19M | |
| 2 | +$910K | |
| 3 | +$844K | |
| 4 |
Cisco
CSCO
|
+$571K |
| 5 |
Apple
AAPL
|
+$498K |
Sector Composition
| 1 | Communication Services | 54.25% |
| 2 | Technology | 12.27% |
| 3 | Financials | 10.3% |
| 4 | Consumer Discretionary | 5% |
| 5 | Consumer Staples | 4.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Mastercard
MA
$519B
| $211K | 0.13% |
376
-68
|
|
||
77
Global X Artificial Intelligence & Technology ETF
AIQ
$5.61B
| $210K | 0.13% |
+4,800
|
|
||
78
AstraZeneca
AZN
$258B
| – | – |
-4,276
|
|
||
79
Icon
ICLR
$13.6B
| – | – |
-1,394
|
|
||
80
Novo Nordisk
NVO
$235B
| – | – |
-4,674
|
|
||
81
Pfizer
PFE
$141B
| – | – |
-47,033
|
|
||
82
Steris
STE
$23.7B
| – | – |
-1,150
|
|
||
83
Uber
UBER
$196B
| – | – |
-2,835
|
|