GIA
Granite Investment Advisors Portfolio holdings
AUM
$618M
This Quarter Return
+3.69%
1 Year Return
+31.32%
3 Year Return
+55.57%
5 Year Return
+99.48%
10 Year Return
–
AUM
$495M
AUM Growth
+$495M
(+1.4%)
Cap. Flow
-$5.83M
Cap. Flow
% of AUM
-1.18%
Top 10 Holdings %
Top 10 Hldgs %
28.14%
Holding
132
New
6
Increased
23
Reduced
75
Closed
7
Top Buys
| 1 |
TJX Companies
TJX
|
$7.08M |
| 2 |
Carnival Corp
CCL
|
$5.79M |
| 3 |
Weyerhaeuser
WY
|
$5.65M |
| 4 |
Schlumberger
SLB
|
$5.37M |
| 5 |
Wells Fargo
WFC
|
$5.24M |
Top Sells
| 1 |
American Express
AXP
|
$6.42M |
| 2 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$5.93M |
| 3 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$5.66M |
| 4 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$5.41M |
| 5 |
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% |
