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
$476M
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$3.48M
3
+$3.22M
4
AXP icon
American Express
AXP
+$1.94M
5
ABT icon
Abbott
ABT
+$1.79M

Top Sells

1
+$8.35M
2
+$3.57M
3
+$2.66M
4
AMGN icon
Amgen
AMGN
+$2.05M
5
C icon
Citigroup
C
+$1.82M

Sector Composition

1 Financials 14.77%
2 Healthcare 14.05%
3 Technology 13.4%
4 Industrials 10.89%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.11M 1.28%
123,874
-12,485
27
$6.03M 1.27%
37,376
-579
28
$5.84M 1.23%
85,124
-13,622
29
$5.73M 1.2%
283,560
-36,375
30
$5.65M 1.19%
117,894
+979
31
$5.64M 1.19%
+93,525
32
$5.27M 1.11%
53,038
-3,270
33
$5.1M 1.07%
108,278
-3,802
34
$4.99M 1.05%
73,147
-5,629
35
$4.82M 1.01%
223,405
-65,549
36
$4.47M 0.94%
103,108
-270
37
$4.15M 0.87%
54,850
-2,615
38
$3.94M 0.83%
35,645
-4,496
39
$3.92M 0.82%
40,149
+190
40
$3.8M 0.8%
15,188
+13,941
41
$3.78M 0.79%
146,918
-9,467
42
$3.6M 0.76%
58,022
+2,041
43
$3.38M 0.71%
56,994
-482
44
$3.32M 0.7%
23,544
+73
45
$3.31M 0.7%
155,175
-34,760
46
$3.27M 0.69%
29,813
+8,575
47
$3.1M 0.65%
41,220
+11,280
48
$3.08M 0.65%
52,850
-275
49
$3.06M 0.64%
47,504
+6,656
50
$3.04M 0.64%
35,095
+4,592
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