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
76
$607K 0.12%
10,880
+600
77
$568K 0.11%
4,940
+525
78
$559K 0.11%
4,793
-2,440
79
$546K 0.11%
6,450
80
$514K 0.1%
9,201
-200
81
$461K 0.09%
9,870
+2,400
82
$455K 0.09%
29,244
-900
83
$453K 0.09%
4,320
84
$449K 0.09%
4,590
-25
85
$424K 0.09%
12,030
+1,150
86
$405K 0.08%
2,250
87
$390K 0.08%
3,145
+75
88
$385K 0.08%
8,130
+425
89
$384K 0.08%
10,861
90
$367K 0.07%
12,275
+1,250
91
$343K 0.07%
5,287
-125
92
$338K 0.07%
4,335
+275
93
$315K 0.06%
2,075
94
$314K 0.06%
3,415
95
$301K 0.06%
3,050
96
$299K 0.06%
2,435
97
$294K 0.06%
8,791
98
$288K 0.06%
4,015
+50
99
$283K 0.06%
2,500
100
$276K 0.06%
3,090
-130
1 2 3
4
5