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
51
$821K 0.19%
29,815
+4,300
52
$812K 0.19%
13,411
-1,175
53
$783K 0.18%
14,150
+1,640
54
$739K 0.17%
6,216
-1,089
55
$700K 0.16%
3,450
+775
56
$669K 0.16%
10,430
57
$643K 0.15%
7,850
58
$593K 0.14%
6,085
59
$552K 0.13%
3,100
-160
60
$539K 0.13%
4,330
61
$485K 0.11%
4,620
+1,100
62
$472K 0.11%
4,500
-1,300
63
$471K 0.11%
9,695
+3,540
64
$464K 0.11%
1,100
-150
65
$453K 0.11%
7,996
66
$445K 0.1%
9,110
67
$433K 0.1%
10,861
68
$418K 0.1%
10,225
-600
69
$415K 0.1%
3,150
70
$351K 0.08%
2,885
71
$346K 0.08%
7,025
+100
72
$337K 0.08%
3,600
+250
73
$336K 0.08%
6,200
74
$335K 0.08%
1,622
-300
75
$319K 0.08%
4,698
+210
1 2
3
4