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
$545M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.24M
3
+$8.17M
4
BNS icon
Scotiabank
BNS
+$7.42M
5
FDX icon
FedEx
FDX
+$6.24M

Top Sells

1
+$10.1M
2
+$8.88M
3
+$6.8M
4
BCR
CR Bard Inc.
BCR
+$5.57M
5
ABT icon
Abbott
ABT
+$4.75M

Sector Composition

1 Financials 15.28%
2 Technology 13.83%
3 Industrials 12.7%
4 Healthcare 10.55%
5 Energy 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.22M 1.33%
33,749
+266
27
$7.03M 1.29%
57,733
+5,235
28
$6.74M 1.24%
194,394
-1,505
29
$6.74M 1.24%
197,137
-2,089
30
$6.64M 1.22%
27,649
+26,002
31
$6.5M 1.19%
87,145
-1,859
32
$5.96M 1.09%
116,945
+2,810
33
$5.9M 1.08%
41,854
+346
34
$5.86M 1.08%
90,511
-689
35
$5.8M 1.06%
76,970
+1,577
36
$5.76M 1.06%
111,807
-120
37
$5.35M 0.98%
+55,845
38
$4.97M 0.91%
160,132
+10,513
39
$4.97M 0.91%
101,662
+12,702
40
$4.54M 0.83%
48,598
+6,555
41
$4.53M 0.83%
105,672
+7,266
42
$4.48M 0.82%
40,756
+1,299
43
$4.42M 0.81%
446,257
+11,335
44
$4.3M 0.79%
83,728
+2,301
45
$4.29M 0.79%
230,867
-5,697
46
$3.91M 0.72%
11,562
-310
47
$3.9M 0.72%
61,197
-610
48
$3.79M 0.69%
54,490
+2,407
49
$3.77M 0.69%
65,281
-1,020
50
$3.76M 0.69%
20,502
+181
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2
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