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
51
$4.61M 0.93%
84,013
-1,515
52
$4.12M 0.83%
266,765
-9,110
53
$3.9M 0.79%
70,536
-68
54
$3.88M 0.78%
76,653
-1,800
55
$3.69M 0.75%
30,965
+405
56
$3.5M 0.71%
116,424
-6,664
57
$3.48M 0.7%
88,623
-4,580
58
$3.47M 0.7%
130,806
-5,145
59
$3.34M 0.68%
133,926
+3,242
60
$3.3M 0.67%
31,329
-2,365
61
$3.08M 0.62%
62,335
+805
62
$2.65M 0.53%
56,350
-50
63
$2.58M 0.52%
42,575
-1,535
64
$2.21M 0.45%
5,400
65
$1.45M 0.29%
27,410
-3,710
66
$1.22M 0.25%
15,390
-1,000
67
$1.05M 0.21%
12,989
68
$934K 0.19%
6,379
-60
69
$923K 0.19%
6,360
-21
70
$885K 0.18%
15,900
-1,680
71
$862K 0.17%
3,167
72
$774K 0.16%
6,428
73
$748K 0.15%
26,065
-300
74
$720K 0.15%
11,586
75
$651K 0.13%
2,625
1 2
3
4 5