GIA
Granite Investment Advisors Portfolio holdings
AUM
$618M
This Quarter Return
+4.09%
1 Year Return
+31.32%
3 Year Return
+55.57%
5 Year Return
+99.48%
10 Year Return
–
AUM
$489M
AUM Growth
+$489M
(+0.42%)
Cap. Flow
-$13M
Cap. Flow
% of AUM
-2.66%
Top 10 Holdings %
Top 10 Hldgs %
27.48%
Holding
124
New
6
Increased
28
Reduced
65
Closed
5
Top Buys
| 1 |
SWN
Southwestern Energy Company
SWN
|
$2.15M |
| 2 |
McKesson
MCK
|
$1.73M |
| 3 |
Oracle
ORCL
|
$1.1M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$581K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$330K |
Top Sells
| 1 |
Foot Locker
FL
|
$5.56M |
| 2 |
Wells Fargo
WFC
|
$4.99M |
| 3 |
Caterpillar
CAT
|
$1.5M |
| 4 |
Gilead Sciences
GILD
|
$986K |
| 5 |
CPN
Calpine Corporation
CPN
|
$742K |
Sector Composition
| 1 | Financials | 18.32% |
| 2 | Energy | 14.02% |
| 3 | Industrials | 10.97% |
| 4 | Healthcare | 9.68% |
| 5 | Consumer Staples | 9.43% |
