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
51
$3.96M 0.8%
78,453
-145
52
$3.9M 0.79%
93,203
-4,515
53
$3.69M 0.75%
123,088
-16,118
54
$3.57M 0.72%
33,694
-1,959
55
$3.42M 0.69%
70,604
+48,878
56
$3.41M 0.69%
422,517
+229,533
57
$3.29M 0.67%
135,951
-9,227
58
$3.24M 0.65%
+44,110
59
$3.02M 0.61%
61,530
+445
60
$2.97M 0.6%
30,560
-1,205
61
$2.69M 0.54%
55,010
-19,949
62
$2.52M 0.51%
56,400
+65
63
$2.06M 0.42%
5,400
64
$2.03M 0.41%
41,355
+65
65
$1.64M 0.33%
31,120
-810
66
$1.29M 0.26%
16,390
67
$992K 0.2%
12,989
68
$964K 0.19%
17,580
-870
69
$924K 0.19%
6,381
-680
70
$897K 0.18%
6,439
-120
71
$832K 0.17%
3,167
-175
72
$829K 0.17%
7,233
-150
73
$808K 0.16%
6,428
-125
74
$751K 0.15%
26,365
-1,665
75
$686K 0.14%
11,586
1 2
3
4 5