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
126
-112,130
127
-151,893
128
-118,529