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
$551M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$2.37M
3
+$2.01M
4
ORCL icon
Oracle
ORCL
+$1.93M
5
ALX
Alexander's
ALX
+$871K

Top Sells

1
+$6.05M
2
+$4.06M
3
+$3.39M
4
KO icon
Coca-Cola
KO
+$2.71M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M

Sector Composition

1 Financials 16.21%
2 Healthcare 14.37%
3 Energy 11.98%
4 Industrials 9.27%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.65M 1.39%
113,940
-11,285
27
$7.26M 1.32%
227,177
-18,744
28
$6.77M 1.23%
125,984
-9,002
29
$6.73M 1.22%
91,231
-1,950
30
$6.66M 1.21%
20,675
-12,601
31
$6.57M 1.19%
364,728
-17,806
32
$6.49M 1.18%
103,994
-3,812
33
$6.48M 1.18%
462,668
-57,598
34
$6.36M 1.15%
181,624
+67,693
35
$6.29M 1.14%
183,236
-16,158
36
$5.99M 1.09%
50,184
-2,181
37
$5.76M 1.05%
115,667
-5,836
38
$5.74M 1.04%
30,160
-2,450
39
$5.62M 1.02%
83,881
-6,595
40
$5.47M 0.99%
157,824
-6,795
41
$5.46M 0.99%
83,632
-7,746
42
$5.44M 0.99%
57,230
-2,628
43
$5.39M 0.98%
105,942
-785
44
$5.23M 0.95%
27,375
-2,572
45
$5.22M 0.95%
247,336
-20,922
46
$5.19M 0.94%
152,093
-6,953
47
$4.83M 0.88%
40,019
-1,873
48
$4.72M 0.86%
86,824
-640
49
$4.69M 0.85%
41,430
-2,806
50
$4.67M 0.85%
47,873
-3,669
1
2
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