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
+$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$5.79M
3
+$5.64M
4
SLB icon
SLB Limited
SLB
+$5.37M
5
WFC icon
Wells Fargo
WFC
+$5.24M

Top Sells

1
+$6.42M
2
+$5.93M
3
+$5.66M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$5.41M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$269K 0.05%
3,965
+205
102
$266K 0.05%
30,144
-44,031
103
$259K 0.05%
995
-105
104
$259K 0.05%
2,134
-20,199
105
$256K 0.05%
3,200
106
$247K 0.05%
4,028
-104,670
107
$247K 0.05%
8,791
108
$235K 0.05%
1,500
-50
109
$234K 0.05%
5,835
-2,151
110
$231K 0.05%
2,900
-600
111
$231K 0.05%
5,203
-105
112
$226K 0.05%
5,225
113
$226K 0.05%
8,000
114
$218K 0.04%
3,930
+35
115
$217K 0.04%
3,800
116
$217K 0.04%
6,820
117
$203K 0.04%
6,450
-1,800
118
$201K 0.04%
+2,000
119
$167K 0.03%
41,300
120
$128K 0.03%
28,900
121
$93K 0.02%
14,000
122
– –
-5,700
123
– –
-2,175
124
– –
-5,050
125
– –
-71,330
2 3 4
5
6