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
$510M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.73M
3
+$2.7M
4
AMT icon
American Tower
AMT
+$2.61M
5
RTN
Raytheon Company
RTN
+$2.58M

Top Sells

1
+$3.97M
2
+$3.58M
3
+$2.7M
4
STZ icon
Constellation Brands
STZ
+$2.69M
5
TJX icon
TJX Companies
TJX
+$2.64M

Sector Composition

1 Financials 14.73%
2 Technology 14.3%
3 Healthcare 12.68%
4 Industrials 11.39%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.36M 1.25%
125,458
-5,601
27
$5.94M 1.17%
104,529
-8,522
28
$5.86M 1.15%
44,583
-2,830
29
$5.74M 1.13%
117,101
+1,585
30
$5.2M 1.02%
93,961
-4,054
31
$4.89M 0.96%
60,677
+2,782
32
$4.88M 0.96%
111,764
-10,680
33
$4.72M 0.93%
40,118
-1,250
34
$4.51M 0.89%
11,571
+85
35
$4.48M 0.88%
49,258
-4,310
36
$4.41M 0.86%
22,907
-153
37
$4.38M 0.86%
20,168
-3,309
38
$4.36M 0.85%
31,882
-2,211
39
$4.15M 0.81%
91,782
-12,745
40
$3.96M 0.78%
18,421
+12,560
41
$3.88M 0.76%
250,892
-19,373
42
$3.87M 0.76%
54,857
-1,393
43
$3.86M 0.76%
17,847
+120
44
$3.84M 0.75%
54,897
-692
45
$3.82M 0.75%
44,020
+540
46
$3.82M 0.75%
180,200
-17,383
47
$3.8M 0.75%
32,073
+23,020
48
$3.77M 0.74%
30,329
+1,275
49
$3.66M 0.72%
74,092
-13,025
50
$3.52M 0.69%
39,065
-85
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