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
-$74K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$5.79M
3
+$510K
4
DD icon
DuPont de Nemours
DD
+$436K
5
PEG icon
Public Service Enterprise Group
PEG
+$290K

Top Sells

1
+$5.22M
2
+$4.65M
3
+$3.77M
4
BLX icon
Foreign Trade Bank of Latin America
BLX
+$3.07M
5
MET icon
MetLife
MET
+$1.98M

Sector Composition

1 Financials 16.36%
2 Healthcare 14.41%
3 Energy 12.52%
4 Industrials 8.55%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.41M 1.34%
91,396
+165
27
$7.33M 1.33%
28,833
-18,278
28
$7.25M 1.32%
112,251
-1,689
29
$6.77M 1.23%
127,649
+1,665
30
$6.66M 1.21%
180,520
-2,716
31
$6.55M 1.19%
444,178
-18,490
32
$6.43M 1.17%
100,099
-3,895
33
$6.4M 1.16%
48,423
-1,761
34
$6.33M 1.15%
19,750
-925
35
$6.32M 1.15%
223,344
-3,833
36
$6.28M 1.14%
349,058
-15,670
37
$5.97M 1.08%
111,486
-4,181
38
$5.91M 1.07%
30,181
+21
39
$5.83M 1.06%
83,548
-333
40
$5.79M 1.05%
+95,204
41
$5.46M 0.99%
48,032
+159
42
$5.42M 0.98%
503,822
+3,060
43
$5.34M 0.97%
104,803
-1,139
44
$5.25M 0.95%
149,635
-8,189
45
$5.2M 0.94%
186,909
+5,285
46
$5.07M 0.92%
55,190
-2,040
47
$5.02M 0.91%
81,752
-1,880
48
$4.98M 0.9%
27,025
-350
49
$4.98M 0.9%
146,242
-5,851
50
$4.97M 0.9%
82,073
-4,751
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