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
$531M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.08M
3
+$4.07M
4
BAC icon
Bank of America
BAC
+$3.31M
5
PARA
Paramount Global Class B
PARA
+$2.95M

Top Sells

1
+$5.04M
2
+$3.19M
3
+$3.13M
4
INTU icon
Intuit
INTU
+$2.22M
5
LHX icon
L3Harris
LHX
+$2.21M

Sector Composition

1 Financials 15.17%
2 Technology 14.91%
3 Healthcare 12.89%
4 Industrials 11.16%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.61M 1.24%
53,681
-435
27
$6.06M 1.14%
40,968
-3,615
28
$5.89M 1.11%
119,461
+2,360
29
$5.85M 1.1%
19,891
-277
30
$5.6M 1.05%
+130,408
31
$5.53M 1.04%
120,626
-728
32
$5.44M 1.02%
97,818
+73,166
33
$5.44M 1.02%
106,959
-4,805
34
$5.41M 1.02%
38,818
-1,300
35
$5.09M 0.96%
86,256
-7,705
36
$5M 0.94%
48,583
-675
37
$4.59M 0.86%
91,144
-638
38
$4.39M 0.83%
20,838
-2,069
39
$4.19M 0.79%
54,885
-12
40
$4.1M 0.77%
29,661
-2,221
41
$4.08M 0.77%
+75,789
42
$3.97M 0.75%
38,933
-132
43
$3.85M 0.72%
41,620
-2,400
44
$3.82M 0.72%
31,718
-355
45
$3.75M 0.71%
29,991
-338
46
$3.71M 0.7%
17,687
-160
47
$3.66M 0.69%
11,106
-585
48
$3.66M 0.69%
12,256
-85
49
$3.61M 0.68%
18,251
-170
50
$3.57M 0.67%
43,865
+193
1
2
3 4 5