GIA
Granite Investment Advisors Portfolio holdings
AUM
$618M
This Quarter Return
+1.23%
1 Year Return
+31.32%
3 Year Return
+55.57%
5 Year Return
+99.48%
10 Year Return
–
AUM
$425M
AUM Growth
+$425M
(+0.57%)
Cap. Flow
-$2.47M
Cap. Flow
% of AUM
-0.58%
Top 10 Holdings %
Top 10 Hldgs %
32.74%
Holding
102
New
3
Increased
25
Reduced
41
Closed
2
Top Buys
| 1 |
AT&T
T
|
$7.33M |
| 2 |
Oracle
ORCL
|
$6.89M |
| 3 |
Honeywell
HON
|
$5.71M |
| 4 |
XEC
CIMAREX ENERGY CO
XEC
|
$3.6M |
| 5 |
UPL
Ultra Petroleum Corp. Common Stock
UPL
|
$2.43M |
Top Sells
| 1 |
Sanofi
SNY
|
$9.53M |
| 2 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$6.05M |
| 3 |
UnitedHealth
UNH
|
$4.58M |
| 4 |
Apple
AAPL
|
$4.54M |
| 5 |
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% |
