GA

Greenhaven Associates Portfolio holdings

AUM $6.72B
1-Year Est. Return 6.82%
This Quarter Est. Return
1 Year Est. Return
+6.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.26B
AUM Growth
+$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$14M
3 +$8.63M
4
FDX icon
FedEx
FDX
+$5.9M
5
MMM icon
3M
MMM
+$5.39M

Top Sells

1 +$216M
2 +$116M
3 +$54.8M
4
BA icon
Boeing
BA
+$4.72M
5
WFC icon
Wells Fargo
WFC
+$4.58M

Sector Composition

1 Industrials 37.09%
2 Energy 29%
3 Consumer Discretionary 16.68%
4 Financials 6.86%
5 Technology 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-92,000