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
$425M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$6.89M
3
+$5.71M
4
XEC
CIMAREX ENERGY CO
XEC
+$3.6M
5
UPL
Ultra Petroleum Corp. Common Stock
UPL
+$2.43M

Top Sells

1
+$9.53M
2
+$6.05M
3
+$4.58M
4
AAPL icon
Apple
AAPL
+$4.54M
5
WHR icon
Whirlpool
WHR
+$1.99M

Sector Composition

1 Financials 22.03%
2 Consumer Discretionary 10.84%
3 Industrials 10.11%
4 Healthcare 9.5%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 4.24%
124,865
+97
2
$15.4M 3.63%
281,395
-3,265
3
$14.7M 3.46%
472,144
-146,068
4
$14.1M 3.32%
165,730
+21
5
$14.1M 3.31%
375,272
-41,947
6
$13.6M 3.2%
90,472
-5,820
7
$12.6M 2.96%
25,784
+2
8
$12.5M 2.94%
124,128
-678
9
$12.2M 2.87%
103,212
-38,683
10
$12M 2.82%
423,624
-4,256
11
$11.8M 2.79%
154,200
-1,840
12
$11.8M 2.78%
317,480
-3,894
13
$11.7M 2.76%
288,670
-6,610
14
$11.3M 2.65%
540,826
-5,180
15
$11.2M 2.63%
216,755
-2,060
16
$10.8M 2.53%
209,504
-1,841
17
$10.5M 2.47%
258,355
+5,670
18
$10.5M 2.46%
51,765
-9,830
19
$10.4M 2.44%
62,055
-605
20
$10M 2.35%
364,689
-7,815
21
$9.96M 2.34%
135,017
-1,272
22
$9.87M 2.32%
431,443
-6,840
23
$9.47M 2.23%
275,360
-1,430
24
$9.42M 2.22%
67,940
-800
25
$9.3M 2.19%
222,925
-150
1
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