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
+$89K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.19M
3
+$5.05M
4
WFC icon
Wells Fargo
WFC
+$226K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$112K

Top Sells

1
+$10.7M
2
+$3.16M
3
+$2.69M
4
WHR icon
Whirlpool
WHR
+$2.57M
5
T icon
AT&T
T
+$1.63M

Sector Composition

1 Financials 16.27%
2 Energy 12.58%
3 Industrials 10.96%
4 Consumer Staples 10.59%
5 Healthcare 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.16M 1.45%
64,527
-1,080
27
$7.05M 1.43%
182,594
+1,800
28
$7.02M 1.42%
234,572
-3,505
29
$6.63M 1.34%
161,979
-940
30
$6.59M 1.33%
409,618
-28,890
31
$6.37M 1.29%
80,537
+1,175
32
$6.27M 1.27%
114,075
-1,436
33
$6.19M 1.25%
+214,775
34
$6.17M 1.25%
128,376
-4,108
35
$5.88M 1.19%
77,510
-475
36
$5.86M 1.18%
80,487
-5,492
37
$5.79M 1.17%
51,308
+953
38
$5.39M 1.09%
281,109
-164,933
39
$5.36M 1.08%
113,135
+4,765
40
$5.34M 1.08%
109,025
-6,574
41
$5.28M 1.07%
419,809
-2,708
42
$5.28M 1.07%
173,919
-6,185
43
$5.23M 1.06%
90,335
-8,473
44
$5.22M 1.06%
62,591
-770
45
$5.19M 1.05%
174,249
-7,977
46
$5.19M 1.05%
351,646
-11,415
47
$4.88M 0.99%
45,315
-3,855
48
$4.82M 0.97%
108,990
-705
49
$4.79M 0.97%
350,257
-13,845
50
$4.63M 0.94%
27,812
-15,436
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