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
$495M
AUM Growth
+$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$5.79M
3
+$5.64M
4
SLB icon
SLB Limited
SLB
+$5.37M
5
WFC icon
Wells Fargo
WFC
+$5.24M

Top Sells

1
+$6.42M
2
+$5.93M
3
+$5.66M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$5.41M
5
MSFT icon
Microsoft
MSFT
+$5.17M

Sector Composition

1 Financials 17.15%
2 Industrials 11.06%
3 Energy 10.48%
4 Consumer Discretionary 10.39%
5 Consumer Staples 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.08M 1.43%
+180,794
27
$7.01M 1.42%
65,607
+111
28
$6.67M 1.35%
162,919
-414
29
$6.33M 1.28%
31,256
-322
30
$6.27M 1.27%
238,077
+3,648
31
$6.02M 1.22%
132,484
+37,828
32
$6.01M 1.21%
85,979
-5,961
33
$5.97M 1.21%
77,985
-200
34
$5.85M 1.18%
79,362
+72,880
35
$5.83M 1.18%
115,511
-272
36
$5.82M 1.18%
63,361
-937
37
$5.79M 1.17%
+109,695
38
$5.72M 1.16%
64,747
+30,395
39
$5.64M 1.14%
+182,226
40
$5.53M 1.12%
115,599
+29,232
41
$5.52M 1.12%
85,528
-610
42
$5.51M 1.11%
363,061
-8,839
43
$5.48M 1.11%
98,808
-1,770
44
$5.43M 1.1%
50,355
+875
45
$5.24M 1.06%
+108,370
46
$5.19M 1.05%
49,170
-6,120
47
$5.14M 1.04%
364,102
-7,979
48
$4.86M 0.98%
180,104
-3,195
49
$4.65M 0.94%
130,684
-1,967
50
$4.33M 0.87%
275,875
-4,180
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