GIA
Granite Investment Advisors Portfolio holdings
AUM
$618M
This Quarter Return
+4%
1 Year Return
+31.32%
3 Year Return
+55.57%
5 Year Return
+99.48%
10 Year Return
–
AUM
$488M
AUM Growth
+$488M
(-4.9%)
Cap. Flow
-$39.9M
Cap. Flow
% of AUM
-8.18%
Top 10 Holdings %
Top 10 Hldgs %
29.09%
Holding
130
New
8
Increased
22
Reduced
66
Closed
4
Top Buys
| 1 |
Caterpillar
CAT
|
$5.31M |
| 2 |
GE Aerospace
GE
|
$5.23M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$4.3M |
| 4 |
Hubbell
HUBB
|
$3.6M |
| 5 |
Walmart
WMT
|
$2.93M |
Top Sells
| 1 |
Cummins
CMI
|
$6.85M |
| 2 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$5.01M |
| 3 |
BCR
CR Bard Inc.
BCR
|
$4.47M |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$4.29M |
| 5 |
HUB.B
HUBBELL INC CL-B
HUB.B
|
$3.39M |
Sector Composition
| 1 | Financials | 18.33% |
| 2 | Industrials | 11.35% |
| 3 | Consumer Staples | 9.97% |
| 4 | Healthcare | 9.48% |
| 5 | Consumer Discretionary | 8.69% |