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
$532M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.11M
3
+$1.99M
4
PYPL icon
PayPal
PYPL
+$1.59M
5
TMUS icon
T-Mobile US
TMUS
+$1.55M

Top Sells

1
+$5.79M
2
+$3.12M
3
+$3.01M
4
UNH icon
UnitedHealth
UNH
+$2.24M
5
FDX icon
FedEx
FDX
+$1.62M

Sector Composition

1 Financials 15.61%
2 Technology 14.24%
3 Healthcare 13.69%
4 Industrials 10.8%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.14M 1.16%
113,051
-2,065
27
$6.01M 1.13%
+55,785
28
$5.94M 1.12%
131,059
+20,353
29
$5.73M 1.08%
23,477
-9,179
30
$5.7M 1.07%
122,444
-1,558
31
$5.7M 1.07%
115,516
-4,887
32
$5.36M 1.01%
98,015
+20
33
$5.2M 0.98%
197,583
+44,075
34
$4.86M 0.91%
53,568
-432
35
$4.77M 0.9%
87,117
+849
36
$4.63M 0.87%
41,368
+435
37
$4.62M 0.87%
104,527
-1,882
38
$4.58M 0.86%
34,093
-737
39
$4.56M 0.86%
27,791
-9,890
40
$4.52M 0.85%
57,895
-1,409
41
$4.38M 0.82%
270,265
-17,670
42
$4.31M 0.81%
56,250
-12,927
43
$4.26M 0.8%
23,060
+448
44
$4.22M 0.79%
141,167
-3,055
45
$4.18M 0.79%
11,486
+2,375
46
$4.12M 0.77%
43,480
+400
47
$4.04M 0.76%
15,266
+135
48
$3.84M 0.72%
55,589
-1,487
49
$3.64M 0.69%
17,727
+250
50
$3.63M 0.68%
39,150
-505
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