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
$512M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$2.15M
3
+$2.11M
4
UPS icon
United Parcel Service
UPS
+$2.08M
5
NEE icon
NextEra Energy
NEE
+$1.98M

Top Sells

1
+$6.64M
2
+$3.54M
3
+$2.77M
4
SYK icon
Stryker
SYK
+$2.57M
5
BA icon
Boeing
BA
+$2.48M

Sector Composition

1 Technology 17.73%
2 Healthcare 14.78%
3 Financials 12.2%
4 Industrials 11.7%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 1.08%
15,503
-126
27
$5.51M 1.08%
108,044
-892
28
$5.42M 1.06%
50,486
-973
29
$5.21M 1.02%
37,857
-899
30
$5.14M 1%
31,214
-10,870
31
$5.09M 0.99%
22,503
+369
32
$5.02M 0.98%
144,376
-2,430
33
$4.77M 0.93%
9,734
+321
34
$4.72M 0.92%
159,699
-1,022
35
$4.68M 0.91%
108,504
-374
36
$4.65M 0.91%
42,920
-497
37
$4.64M 0.91%
33,886
-630
38
$4.59M 0.9%
43,504
+2,828
39
$4.57M 0.89%
47,429
+1,072
40
$4.43M 0.87%
19,533
-133
41
$4.43M 0.86%
60,400
+4,920
42
$4.41M 0.86%
31,731
+766
43
$4.36M 0.85%
26,156
+12,490
44
$4.25M 0.83%
77,311
+19,870
45
$4.24M 0.83%
68,799
-3,328
46
$4.17M 0.81%
27,964
-128
47
$4.13M 0.81%
32,901
+205
48
$4.01M 0.78%
10,464
+323
49
$3.99M 0.78%
14,352
+684
50
$3.9M 0.76%
11,542
+318
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