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
$422M
AUM Growth
-$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$9.86M
2 +$8.28M
3 +$1.1M
4
SWN
Southwestern Energy Company
SWN
+$820K
5
AXP icon
American Express
AXP
+$319K

Top Sells

1 +$10.9M
2 +$3.67M
3 +$2.59M
4
UNT
UNIT Corporation
UNT
+$2.09M
5
AAPL icon
Apple
AAPL
+$1.2M

Sector Composition

1 Financials 21.94%
2 Healthcare 12.43%
3 Consumer Discretionary 11.23%
4 Industrials 8.68%
5 Technology 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,150
102
-9,950
103
-3,400