GIA
Granite Investment Advisors Portfolio holdings
AUM
$618M
This Quarter Return
+8.46%
1 Year Return
+31.32%
3 Year Return
+55.57%
5 Year Return
+99.48%
10 Year Return
–
AUM
$463M
AUM Growth
+$463M
(+4.4%)
Cap. Flow
-$17.9M
Cap. Flow
% of AUM
-3.87%
Top 10 Holdings %
Top 10 Hldgs %
31.59%
Holding
99
New
7
Increased
10
Reduced
52
Closed
1
Top Buys
| 1 |
WW
WW International
WW
|
$6.95M |
| 2 |
Vanguard Financials ETF
VFH
|
$276K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$240K |
| 4 |
Amgen
AMGN
|
$240K |
| 5 |
CVS Health
CVS
|
$215K |
Top Sells
| 1 |
Lockheed Martin
LMT
|
$6.41M |
| 2 |
FedEx
FDX
|
$1.37M |
| 3 |
Boeing
BA
|
$1.16M |
| 4 |
UnitedHealth
UNH
|
$1.05M |
| 5 |
General Motors
GM
|
$1.05M |
Sector Composition
| 1 | Financials | 20.43% |
| 2 | Consumer Discretionary | 15.09% |
| 3 | Healthcare | 11.33% |
| 4 | Energy | 10.73% |
| 5 | Industrials | 10.66% |
