GIA

Granite Investment Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 31.32%
This Quarter Est. Return
1 Year Est. Return
+31.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
-$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$8.28M
3
+$1.1M
4
SWN
Southwestern Energy Company
SWN
+$820K
5
AXP icon
American Express
AXP
+$319K

Top Sells

1
+$10.9M
2
+$3.67M
3
+$2.59M
4
UNT
UNIT Corporation
UNT
+$2.09M
5
AAPL icon
Apple
AAPL
+$1.2M

Sector Composition

1 Financials 21.94%
2 Healthcare 12.43%
3 Consumer Discretionary 11.23%
4 Industrials 8.68%
5 Technology 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.59M 2.03%
547,379
-17,875
27
$8.31M 1.97%
147,848
-6,655
28
$8.28M 1.96%
+43,253
29
$8.22M 1.95%
276,790
-9,735
30
$8.21M 1.94%
88,288
+3,425
31
$7.91M 1.87%
289,795
+30,050
32
$4.21M 1%
123,500
-61,310
33
$4.17M 0.99%
82,525
+1,790
34
$4.11M 0.97%
65,506
-58,488
35
$3.23M 0.76%
245,155
-196,690
36
$2.81M 0.67%
58,350
+4,730
37
$2.42M 0.57%
5,536
38
$2.25M 0.53%
57,530
-225
39
$1.73M 0.41%
32,840
-2,270
40
$1.46M 0.35%
21,301
+424
41
$1.24M 0.29%
14,352
42
$1.22M 0.29%
10,891
+105
43
$1.02M 0.24%
5,850
-250
44
$1M 0.24%
6,543
-110
45
$983K 0.23%
7,157
46
$913K 0.22%
14,586
-1,675
47
$885K 0.21%
7,305
-209
48
$882K 0.21%
3,342
49
$857K 0.2%
19,050
-1,700
50
$715K 0.17%
7,850
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