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
$463M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$276K
3
+$240K
4
AMGN icon
Amgen
AMGN
+$240K
5
CVS icon
CVS Health
CVS
+$215K

Top Sells

1
+$6.41M
2
+$1.37M
3
+$1.16M
4
UNH icon
UnitedHealth
UNH
+$1.05M
5
GM icon
General Motors
GM
+$1.05M

Sector Composition

1 Financials 20.43%
2 Consumer Discretionary 15.09%
3 Healthcare 11.33%
4 Energy 10.73%
5 Industrials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.88M 2.13%
191,490
-8,270
27
$9.82M 2.12%
453,580
-27,685
28
$9.66M 2.08%
233,740
-11,600
29
$9.63M 2.08%
232,475
-9,265
30
$9.63M 2.08%
557,988
-33,565
31
$8.9M 1.92%
216,140
-5,770
32
$8.73M 1.88%
447,490
-19,385
33
$8.3M 1.79%
460,384
+9,045
34
$6.95M 1.5%
+211,030
35
$4.8M 1.04%
94,722
+3,005
36
$4.07M 0.88%
37,004
-5,315
37
$2.38M 0.51%
45,210
+4,560
38
$1.94M 0.42%
48,310
-6,500
39
$1.83M 0.39%
5,536
+500
40
$1.62M 0.35%
10,915
-43,132
41
$1.45M 0.31%
8,056
-933
42
$1.14M 0.25%
19,562
-470
43
$1.05M 0.23%
15,410
-1,500
44
$1.03M 0.22%
7,650
+209
45
$969K 0.21%
10,097
46
$932K 0.2%
14,352
47
$839K 0.18%
7,157
-50
48
$816K 0.18%
3,342
49
$802K 0.17%
20,950
-500
50
$745K 0.16%
11,110
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