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
76
$588K 0.12%
10,280
-200
77
$581K 0.12%
2,625
-225
78
$531K 0.11%
6,450
-1,300
79
$508K 0.1%
9,401
-300
80
$488K 0.1%
4,415
+40
81
$458K 0.09%
4,615
+115
82
$412K 0.08%
4,320
-475
83
$412K 0.08%
2,250
-500
84
$390K 0.08%
10,861
85
$376K 0.08%
10,880
+190
86
$365K 0.07%
3,070
-115
87
$362K 0.07%
7,470
+115
88
$358K 0.07%
1,742
-430
89
$357K 0.07%
7,705
+530
90
$343K 0.07%
5,412
-500
91
$338K 0.07%
2,075
-1,625
92
$321K 0.06%
4,060
+305
93
$318K 0.06%
11,025
+1,200
94
$306K 0.06%
3,415
95
$305K 0.06%
3,050
96
$289K 0.06%
2,500
-150
97
$289K 0.06%
2,435
98
$280K 0.06%
3,220
-475
99
$275K 0.06%
1,834
100
$274K 0.06%
2,000
2 3
4
5 6