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
$568M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.12M
3
+$3.03M
4
CSCO icon
Cisco
CSCO
+$2.86M
5
MA icon
Mastercard
MA
+$2.84M

Top Sells

1
+$8.99M
2
+$6.33M
3
+$4.47M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.21M
5
ABT icon
Abbott
ABT
+$4.16M

Sector Composition

1 Financials 16.11%
2 Healthcare 12.58%
3 Technology 11.88%
4 Energy 10.55%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.53M 1.15%
98,426
-13,825
27
$6.47M 1.14%
41,508
-7,218
28
$6.24M 1.1%
195,899
-27,445
29
$6.15M 1.08%
91,200
+7,652
30
$6.03M 1.06%
111,927
-15,722
31
$6.02M 1.06%
157,554
-22,966
32
$5.8M 1.02%
114,135
+9,332
33
$5.57M 0.98%
16,821
-2,929
34
$5.4M 0.95%
75,393
-16,003
35
$5.13M 0.9%
42,043
-5,989
36
$4.93M 0.87%
236,564
-163,755
37
$4.78M 0.84%
81,427
-13,777
38
$4.64M 0.82%
434,922
-68,900
39
$4.61M 0.81%
149,619
-37,290
40
$4.34M 0.76%
88,960
+17,140
41
$4.26M 0.75%
29,158
-19,265
42
$4.22M 0.74%
39,457
+28,332
43
$4.12M 0.73%
61,807
-20,266
44
$4.09M 0.72%
68,586
-13,166
45
$4M 0.7%
20,321
+13,322
46
$3.93M 0.69%
207,416
-141,642
47
$3.9M 0.69%
23,118
-3,907
48
$3.86M 0.68%
59,776
-40,323
49
$3.81M 0.67%
11,872
+9,714
50
$3.77M 0.66%
98,406
+74,615
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