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
$488M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.23M
3
+$4.3M
4
HUBB icon
Hubbell
HUBB
+$3.6M
5
WMT icon
Walmart
WMT
+$2.93M

Top Sells

1
+$6.85M
2
+$5.01M
3
+$4.47M
4
DD
Du Pont De Nemours E I
DD
+$4.29M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$3.39M

Sector Composition

1 Financials 18.33%
2 Industrials 11.35%
3 Consumer Staples 9.97%
4 Healthcare 9.48%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.58M 1.35%
44,827
-2,743
27
$6.51M 1.33%
64,298
-3,277
28
$6.47M 1.33%
65,496
-1,461
29
$6.45M 1.32%
466,546
-74,732
30
$6.26M 1.28%
91,940
-13,083
31
$5.98M 1.23%
31,578
-23,587
32
$5.97M 1.22%
163,333
-10,347
33
$5.93M 1.21%
151,893
-8,962
34
$5.84M 1.2%
115,783
-4,119
35
$5.67M 1.16%
100,578
-13,324
36
$5.66M 1.16%
118,529
-18,465
37
$5.61M 1.15%
86,138
-4,650
38
$5.57M 1.14%
372,081
-52,384
39
$5.41M 1.11%
112,130
-31,440
40
$5.4M 1.11%
49,480
-6,095
41
$5.38M 1.1%
371,900
-19,173
42
$5.32M 1.09%
55,290
-6,190
43
$5.31M 1.09%
+78,185
44
$4.55M 0.93%
132,651
-19,175
45
$4.48M 0.92%
280,055
-38,145
46
$4.39M 0.9%
97,718
-14,803
47
$4.3M 0.88%
+71,330
48
$4.25M 0.87%
94,656
-71,980
49
$3.99M 0.82%
183,299
-28,370
50
$3.96M 0.81%
78,598
+8,558
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