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| Happy Holidays!! thanks for using AUM13F!! |
| Grace & White Inc
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| CRD # | 110761 |
| SEC # | 801-13000 |
| CIK # | 0000903064 |
| AUM | $920.7 M (2025-05-08) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 212-935-5990 |
| Address | 515 Madison Ave New York, NY 10022 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| UNUM Group | 40.2 | ||
| Applied Industrial Technologies Inc | 34.2 | ||
| Signet Jewelers Ltd | 19.9 | ||
| CORN Products International Inc | 19.7 | ||
| Watsco Inc | 17.3 | ||
| Nucor Corp | 16.3 | ||
| Everest RE Group Ltd | 16.1 | ||
| Alamo Group Inc | 14.7 | ||
| Manulife Financial Corp | 13.9 | ||
| First Solar Inc | 13.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 7.2 |
| (b) Individuals (high net worth individuals) | 150 | 873.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 25.5 |
| (h) Charitable organizations | 2 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 9.9 |
| (n) Other | 0 | 0.0 |
| Total | 356 | 920.7 |
| By Discretionary | ||
| Discretionary | 355 | 919.3 |
| Non-Discretionary | 1 | 1.4 |
| Total | 356 | 920.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.9 | |
| United States Persons | 896.8 | |
| Total | 356 | 920.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000903064] | |
| SC 13G | [0000903064] |
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|---|---|---|
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OH | 0.9 |
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GA | 0.9 |
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WA | 0.9 |
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AL | 0.9 |
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IL | 0.9 |
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0.9 | |
|
Strategic Investment Solutions Inc
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IL | 0.9 |
|
Legacy Edge Advisors LLC
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NY | 0.9 |
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American Financial Advisors LLC
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GA | 0.9 |