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
$549M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.6M
3
+$3.19M
4
TXN icon
Texas Instruments
TXN
+$2.07M
5
C icon
Citigroup
C
+$1.94M

Top Sells

1
+$5.8M
2
+$3M
3
+$2.44M
4
META icon
Meta Platforms (Facebook)
META
+$2.13M
5
BX icon
Blackstone
BX
+$2.1M

Sector Composition

1 Technology 14.84%
2 Financials 14.3%
3 Industrials 12.04%
4 Energy 10.54%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.72M 1.41%
103,246
+1,025
27
$7.57M 1.38%
312,230
-4,218
28
$7.04M 1.28%
85,151
-1,994
29
$6.98M 1.27%
191,808
-2,586
30
$6.6M 1.2%
29,069
+1,420
31
$6.37M 1.16%
194,252
-2,885
32
$6.33M 1.15%
59,858
+2,125
33
$6.14M 1.12%
113,775
+1,968
34
$5.97M 1.09%
89,104
-1,407
35
$5.93M 1.08%
440,984
-5,273
36
$5.41M 0.99%
110,765
+9,103
37
$5.41M 0.98%
40,521
-1,333
38
$5.25M 0.96%
57,160
+1,315
39
$4.92M 0.9%
48,343
-255
40
$4.83M 0.88%
+80,420
41
$4.79M 0.87%
158,947
-1,185
42
$4.49M 0.82%
104,373
-1,299
43
$4.22M 0.77%
40,484
-272
44
$4.16M 0.76%
60,135
-1,062
45
$4.1M 0.75%
228,367
-2,500
46
$4.1M 0.75%
25,051
+22,015
47
$3.92M 0.72%
64,816
-465
48
$3.81M 0.69%
54,879
+19,647
49
$3.79M 0.69%
56,164
+1,674
50
$3.62M 0.66%
204,026
-1,640
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