GIA
Granite Investment Advisors Portfolio holdings
AUM
$618M
This Quarter Return
-12.74%
1 Year Return
+31.32%
3 Year Return
+55.57%
5 Year Return
+99.48%
10 Year Return
–
AUM
$476M
AUM Growth
+$476M
(-16%)
Cap. Flow
-$6.56M
Cap. Flow
% of AUM
-1.38%
Top 10 Holdings %
Top 10 Hldgs %
29.15%
Holding
170
New
10
Increased
46
Reduced
81
Closed
17
Top Buys
| 1 |
Progressive
PGR
|
$5.64M |
| 2 |
TJX Companies
TJX
|
$5.47M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.48M |
| 4 |
Becton Dickinson
BDX
|
$3.22M |
| 5 |
American Express
AXP
|
$1.94M |
Top Sells
| 1 |
IBM
IBM
|
$8.35M |
| 2 |
Brighthouse Financial
BHF
|
$3.57M |
| 3 |
WPP
WPP
|
$2.66M |
| 4 |
Amgen
AMGN
|
$2.05M |
| 5 |
Citigroup
C
|
$1.82M |
Sector Composition
| 1 | Financials | 14.77% |
| 2 | Healthcare | 14.05% |
| 3 | Technology | 13.4% |
| 4 | Industrials | 10.89% |
| 5 | Consumer Discretionary | 8.44% |
