GIA
Granite Investment Advisors Portfolio holdings
AUM
$618M
This Quarter Return
+3.19%
1 Year Return
+31.32%
3 Year Return
+55.57%
5 Year Return
+99.48%
10 Year Return
–
AUM
$495M
AUM Growth
+$495M
(+0.02%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-2.1%
Top 10 Holdings %
Top 10 Hldgs %
27.53%
Holding
126
New
1
Increased
22
Reduced
68
Closed
3
Top Buys
| 1 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$10.5M |
| 2 |
Tenaris
TS
|
$6.19M |
| 3 |
AGU
Agrium
AGU
|
$5.05M |
| 4 |
Wells Fargo
WFC
|
$226K |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$112K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$10.7M |
| 2 |
Western Union
WU
|
$3.16M |
| 3 |
APA Corp
APA
|
$2.69M |
| 4 |
Whirlpool
WHR
|
$2.57M |
| 5 |
AT&T
T
|
$1.63M |
Sector Composition
| 1 | Financials | 16.27% |
| 2 | Energy | 12.58% |
| 3 | Industrials | 10.96% |
| 4 | Consumer Staples | 10.59% |
| 5 | Healthcare | 9.39% |
