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
$462M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$4.07M
3
+$2.48M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.46M
5
ATVI
Activision Blizzard
ATVI
+$2.12M

Top Sells

1
+$2.88M
2
+$2.87M
3
+$2.82M
4
NOC icon
Northrop Grumman
NOC
+$2.31M
5
BA icon
Boeing
BA
+$1.64M

Sector Composition

1 Technology 19.58%
2 Healthcare 15.98%
3 Financials 12.76%
4 Consumer Discretionary 10.23%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.46M 1.18%
113,055
+3,426
27
$5.21M 1.13%
38,756
-4,903
28
$4.96M 1.07%
162,884
-5,870
29
$4.91M 1.06%
15,629
-369
30
$4.75M 1.03%
22,134
+780
31
$4.62M 1%
+84,550
32
$4.59M 0.99%
19,666
-525
33
$4.44M 0.96%
51,459
+101
34
$4.36M 0.94%
46,357
+10,026
35
$4.33M 0.94%
34,516
-4,148
36
$4.31M 0.93%
28,092
-828
37
$4.19M 0.91%
43,417
+954
38
$4.15M 0.9%
146,806
+10,687
39
$4.1M 0.89%
9,413
-2,105
40
$4.07M 0.88%
+119,195
41
$4.07M 0.88%
40,676
+147
42
$4.07M 0.88%
160,721
-16,640
43
$3.96M 0.86%
72,127
-52,434
44
$3.93M 0.85%
55,480
+2,420
45
$3.7M 0.8%
30,965
+40
46
$3.7M 0.8%
10,141
+6,799
47
$3.49M 0.76%
82,423
-3,034
48
$3.42M 0.74%
13,668
+316
49
$3.37M 0.73%
18,242
+145
50
$3.33M 0.72%
14,641
+1,559
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