GIA
Granite Investment Advisors Portfolio holdings
AUM
$618M
This Quarter Return
+4.93%
1 Year Return
+31.32%
3 Year Return
+55.57%
5 Year Return
+99.48%
10 Year Return
–
AUM
$453M
AUM Growth
+$453M
(-1.1%)
Cap. Flow
-$13M
Cap. Flow
% of AUM
-2.88%
Top 10 Holdings %
Top 10 Hldgs %
32.43%
Holding
102
New
5
Increased
14
Reduced
51
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
$15M |
| 2 |
Qualcomm
QCOM
|
$11.6M |
| 3 |
Cummins
CMI
|
$11M |
| 4 |
Citigroup
C
|
$10.6M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$1.34M |
Top Sells
| 1 |
FedEx
FDX
|
$15M |
| 2 |
Cisco
CSCO
|
$11.5M |
| 3 |
Goldman Sachs
GS
|
$9.7M |
| 4 |
Tapestry
TPR
|
$9.02M |
| 5 |
Foot Locker
FL
|
$4.08M |
Sector Composition
| 1 | Financials | 22.07% |
| 2 | Energy | 12.32% |
| 3 | Healthcare | 11.78% |
| 4 | Consumer Discretionary | 10.51% |
| 5 | Technology | 10.17% |
