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
$598M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$6.2M
3
+$6.01M
4
PWR icon
Quanta Services
PWR
+$4.06M
5
LIN icon
Linde
LIN
+$3.48M

Top Sells

1
+$8.33M
2
+$4.49M
3
+$3.99M
4
APD icon
Air Products & Chemicals
APD
+$3.24M
5
LMT icon
Lockheed Martin
LMT
+$2.97M

Sector Composition

1 Technology 16.6%
2 Financials 13.89%
3 Healthcare 12.94%
4 Industrials 12.62%
5 Consumer Discretionary 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.63M 1.11%
78,959
-1,142
27
$6.6M 1.11%
99,839
-60,287
28
$6.53M 1.09%
30,060
-252
29
$6.37M 1.07%
23,048
-33
30
$6.33M 1.06%
276,754
-11,814
31
$6.27M 1.05%
60,840
+1,620
32
$6.09M 1.02%
117,054
-27,213
33
$6.05M 1.01%
119,217
+1,205
34
$5.98M 1%
39,892
-9,317
35
$5.79M 0.97%
148,170
+62,402
36
$5.76M 0.96%
14,369
-434
37
$5.63M 0.94%
102,935
+16,788
38
$5.55M 0.93%
40,454
-689
39
$5.43M 0.91%
73,849
-25,713
40
$5.39M 0.9%
104,648
+2,561
41
$5.34M 0.89%
138,073
+2,343
42
$5.33M 0.89%
45,662
+3,287
43
$5.28M 0.88%
41,498
-265
44
$5.14M 0.86%
26,357
-363
45
$5.11M 0.86%
60,514
+2,212
46
$4.88M 0.82%
132,363
-303
47
$4.71M 0.79%
15,444
+1,739
48
$4.54M 0.76%
26,727
+450
49
$4.52M 0.76%
33,824
-8,239
50
$4.46M 0.75%
11,935
+578
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