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
$425M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$6.89M
3
+$5.71M
4
XEC
CIMAREX ENERGY CO
XEC
+$3.6M
5
UPL
Ultra Petroleum Corp. Common Stock
UPL
+$2.43M

Top Sells

1
+$9.53M
2
+$6.05M
3
+$4.58M
4
AAPL icon
Apple
AAPL
+$4.54M
5
WHR icon
Whirlpool
WHR
+$1.99M

Sector Composition

1 Financials 22.03%
2 Consumer Discretionary 10.84%
3 Industrials 10.11%
4 Healthcare 9.5%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.08M 2.14%
144,138
-3,710
27
$8.74M 2.06%
545,964
-1,415
28
$7.71M 1.82%
178,765
+159,715
29
$7.33M 1.73%
+297,341
30
$7.02M 1.65%
89,854
+1,566
31
$6.92M 1.63%
298,625
+8,830
32
$6.26M 1.47%
400,425
+155,270
33
$6M 1.41%
60,339
+57,402
34
$5.96M 1.4%
98,766
+33,260
35
$4.26M 1%
152,370
+28,870
36
$4.13M 0.97%
81,645
-880
37
$3.6M 0.85%
+31,300
38
$2.89M 0.68%
13,965
-29,288
39
$2.77M 0.65%
57,160
-1,190
40
$2.58M 0.61%
61,700
+4,170
41
$2.53M 0.6%
5,536
42
$1.62M 0.38%
30,726
-2,114
43
$1.31M 0.31%
26,526
-192,826
44
$1.23M 0.29%
18,393
-2,908
45
$1.18M 0.28%
12,989
-1,363
46
$1.16M 0.27%
10,208
-683
47
$987K 0.23%
7,157
48
$982K 0.23%
6,402
-141
49
$927K 0.22%
3,342
50
$918K 0.22%
5,550
-300
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