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
$572M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$8.54M
3
+$8.44M
4
GILD icon
Gilead Sciences
GILD
+$8.29M
5
GIS icon
General Mills
GIS
+$8.09M

Top Sells

1
+$8.74M
2
+$4.36M
3
+$1.87M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.02M
5
BA icon
Boeing
BA
+$968K

Sector Composition

1 Financials 20.75%
2 Energy 10.7%
3 Healthcare 10.03%
4 Industrials 8.97%
5 Technology 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.39M 1.47%
354,714
-9,975
27
$8.29M 1.45%
+70,840
28
$8.23M 1.44%
67,482
-35,730
29
$8.09M 1.41%
+145,127
30
$7.98M 1.4%
297,611
+270
31
$7.78M 1.36%
116,168
-27,970
32
$7.46M 1.3%
414,748
-16,695
33
$7.32M 1.28%
181,550
+2,785
34
$7.17M 1.25%
+145,856
35
$7.17M 1.25%
+135,866
36
$7.11M 1.24%
+382,200
37
$6.94M 1.21%
305,151
+6,526
38
$6.71M 1.17%
69,076
+8,737
39
$6.7M 1.17%
117,463
+112,727
40
$6.61M 1.15%
+103,067
41
$6.28M 1.1%
+318,370
42
$6.24M 1.09%
49,021
+42,805
43
$6.11M 1.07%
106,077
+7,311
44
$6.11M 1.07%
+189,109
45
$5.99M 1.05%
+201,142
46
$5.98M 1.05%
+94,643
47
$5.38M 0.94%
+55,465
48
$5.34M 0.93%
426,680
+26,255
49
$4.99M 0.87%
+42,980
50
$4.94M 0.86%
100,706
+95,756
1
2
3 4 5