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
1
$20M 4.05%
185,022
-9,837
2
$19.7M 3.98%
235,581
-1,142
3
$15.5M 3.14%
109,512
-1,865
4
$15.1M 3.06%
334,670
-1,295
5
$14.6M 2.95%
95,825
+768
6
$11M 2.23%
22,236
-408
7
$10.9M 2.2%
477,309
-720
8
$10.8M 2.19%
397,672
-12,080
9
$10.8M 2.18%
274,916
-5,705
10
$10.7M 2.17%
230,920
-3,270
11
$10.7M 2.16%
197,891
-3,836
12
$10.6M 2.13%
345,656
-10,480
13
$10.2M 2.06%
323,582
-7,095
14
$9.09M 1.84%
434,942
-6,228
15
$9.04M 1.83%
71,183
-2,180
16
$8.62M 1.74%
256,430
+240
17
$8.6M 1.74%
446,042
-7,552
18
$8.49M 1.72%
133,957
-6,584
19
$8.21M 1.66%
148,592
-93,601
20
$7.99M 1.61%
270,035
-3,033
21
$7.82M 1.58%
187,225
-3,705
22
$7.8M 1.58%
43,248
-1,579
23
$7.33M 1.48%
56,842
-1,739
24
$7.29M 1.47%
115,778
-5,660
25
$7.13M 1.44%
438,508
-28,038
1
2 3 4 5