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
$562M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$5.83M
3
+$3.06M
4
NEM icon
Newmont
NEM
+$1.83M
5
SYY icon
Sysco
SYY
+$1.4M

Top Sells

1
+$4.68M
2
+$3.01M
3
+$1.49M
4
CCL icon
Carnival Corp
CCL
+$1.47M
5
ADBE icon
Adobe
ADBE
+$1.41M

Sector Composition

1 Technology 16.6%
2 Healthcare 13.64%
3 Financials 12.84%
4 Industrials 12.61%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.45M 1.15%
30,312
-902
27
$6.39M 1.14%
49,209
-1,277
28
$6.28M 1.12%
144,267
-109
29
$6.27M 1.12%
288,568
-40,100
30
$6.04M 1.08%
14,803
-700
31
$6.03M 1.07%
23,081
+578
32
$5.99M 1.07%
118,012
-7,133
33
$5.95M 1.06%
46,808
-621
34
$5.83M 1.04%
+80,101
35
$5.81M 1.03%
36,557
-1,300
36
$5.22M 0.93%
102,087
-5,957
37
$5.19M 0.92%
41,143
-1,777
38
$5.19M 0.92%
59,220
-1,180
39
$5.13M 0.91%
32,694
-1,192
40
$4.81M 0.86%
42,375
-1,129
41
$4.75M 0.85%
86,147
+8,836
42
$4.73M 0.84%
78,395
+9,596
43
$4.65M 0.83%
26,720
-1,244
44
$4.55M 0.81%
32,170
-731
45
$4.54M 0.81%
18,614
-919
46
$4.46M 0.79%
132,666
-23,648
47
$4.42M 0.79%
26,277
+121
48
$4.25M 0.76%
58,302
-1,602
49
$4.13M 0.73%
41,763
-1,108
50
$4.11M 0.73%
135,730
-1,993
1
2
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