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
$520M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$5.28M
3
+$2.83M
4
CRM icon
Salesforce
CRM
+$2.52M
5
PG icon
Procter & Gamble
PG
+$2.42M

Top Sells

1
+$6.02M
2
+$4.61M
3
+$3.38M
4
IFF icon
International Flavors & Fragrances
IFF
+$2.14M
5
HSY icon
Hershey
HSY
+$1.83M

Sector Composition

1 Financials 15.53%
2 Healthcare 14.14%
3 Technology 14.09%
4 Industrials 11.11%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.84M 1.32%
37,681
+305
27
$6.29M 1.21%
124,002
+128
28
$6.2M 1.19%
97,995
-5,465
29
$6.13M 1.18%
115,116
-9,564
30
$6.04M 1.16%
287,935
+4,375
31
$5.86M 1.13%
120,403
+2,509
32
$5.79M 1.11%
+97,700
33
$5.61M 1.08%
47,545
-5,493
34
$5.59M 1.08%
69,177
-3,970
35
$5.37M 1.03%
106,409
-1,869
36
$5.28M 1.02%
+110,706
37
$4.66M 0.9%
86,268
-16,840
38
$4.41M 0.85%
54,000
-850
39
$4.39M 0.84%
59,304
+1,282
40
$4.34M 0.83%
153,508
-1,667
41
$4.14M 0.8%
40,933
+784
42
$4.08M 0.78%
34,830
-815
43
$4.05M 0.78%
144,222
-2,696
44
$3.98M 0.77%
22,612
-932
45
$3.84M 0.74%
43,080
+1,860
46
$3.68M 0.71%
57,076
+82
47
$3.64M 0.7%
39,655
+4,560
48
$3.56M 0.69%
15,131
49
$3.52M 0.68%
46,851
-653
50
$3.45M 0.66%
17,477
+520
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