GIA

Granite Investment Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 31.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.33%
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
+$9.62M
2
+$9.29M
3
+$1.11M
4
SWN
Southwestern Energy Company
SWN
+$965K
5
AXP icon
American Express
AXP
+$307K

Top Sells

1
+$10.9M
2
+$4.16M
3
+$3.96M
4
UNT
UNIT Corporation
UNT
+$2.65M
5
AAPL icon
Apple
AAPL
+$1.18M

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
– –
-5,250
102
– –
-8,000
103
– –
-3,400
1 2 3 4
5