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
+$89K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.19M
3
+$5.05M
4
WFC icon
Wells Fargo
WFC
+$226K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$112K

Top Sells

1
+$10.7M
2
+$3.16M
3
+$2.69M
4
WHR icon
Whirlpool
WHR
+$2.57M
5
T icon
AT&T
T
+$1.63M

Sector Composition

1 Financials 16.27%
2 Energy 12.58%
3 Industrials 10.96%
4 Consumer Staples 10.59%
5 Healthcare 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.4M 4.32%
176,257
-8,765
2
$15.6M 3.15%
325,778
-8,892
3
$15.5M 3.14%
107,347
-2,165
4
$14.5M 2.93%
96,171
+346
5
$12.8M 2.59%
228,825
+187,470
6
$11.9M 2.41%
21,676
-560
7
$11.4M 2.3%
121,376
-114,205
8
$11.3M 2.28%
463,704
-13,605
9
$10.9M 2.2%
120,555
+55,808
10
$10.9M 2.2%
334,166
-11,490
11
$10.3M 2.08%
194,476
-3,415
12
$10.2M 2.07%
225,795
-5,125
13
$9.42M 1.9%
265,452
-9,464
14
$9.36M 1.89%
391,532
-6,140
15
$8.97M 1.81%
317,112
-6,470
16
$8.95M 1.81%
68,903
-2,280
17
$8.93M 1.81%
125,222
-8,735
18
$8.78M 1.77%
428,559
-6,383
19
$7.86M 1.59%
251,205
-5,225
20
$7.85M 1.59%
55,592
-1,250
21
$7.79M 1.58%
183,850
-3,375
22
$7.48M 1.51%
146,127
-2,465
23
$7.41M 1.5%
114,856
-922
24
$7.18M 1.45%
220,040
-49,995
25
$7.16M 1.45%
30,461
-795
1
2 3 4 5