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
$432M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$9.23M
3
+$9.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
WPC icon
W.P. Carey
WPC
+$915K

Top Sells

1
+$13.8M
2
+$12M
3
+$2.44M
4
UNH icon
UnitedHealth
UNH
+$881K
5
SNY icon
Sanofi
SNY
+$560K

Sector Composition

1 Financials 22.31%
2 Healthcare 12.52%
3 Energy 11.25%
4 Technology 10.44%
5 Consumer Discretionary 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.34M 2.16%
70,760
-215
27
$9.24M 2.14%
565,254
+55,125
28
$9.23M 2.14%
+63,405
29
$9.08M 2.1%
259,745
-3,630
30
$9.07M 2.1%
+63,540
31
$8.91M 2.06%
555,301
-7,670
32
$8.6M 1.99%
154,503
-8,370
33
$7.43M 1.72%
84,863
+615
34
$4.1M 0.95%
80,735
+3,290
35
$2.65M 0.61%
53,620
+6,415
36
$2.29M 0.53%
57,755
+4,975
37
$2.07M 0.48%
5,536
38
$1.85M 0.43%
35,110
-510
39
$1.3M 0.3%
20,877
+14,646
40
$1.21M 0.28%
10,786
-895
41
$1.21M 0.28%
6,653
-246
42
$1.05M 0.24%
14,352
43
$1.01M 0.23%
9,950
44
$985K 0.23%
6,100
-650
45
$980K 0.23%
16,261
-2,100
46
$923K 0.21%
7,514
47
$848K 0.2%
7,157
48
$848K 0.2%
12,410
49
$833K 0.19%
3,342
50
$794K 0.18%
20,750
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