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
$463M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$276K
3
+$240K
4
AMGN icon
Amgen
AMGN
+$240K
5
CVS icon
CVS Health
CVS
+$215K

Top Sells

1
+$6.41M
2
+$1.37M
3
+$1.16M
4
UNH icon
UnitedHealth
UNH
+$1.05M
5
GM icon
General Motors
GM
+$1.05M

Sector Composition

1 Financials 20.43%
2 Consumer Discretionary 15.09%
3 Healthcare 11.33%
4 Energy 10.73%
5 Industrials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$675K 0.15%
5,850
52
$673K 0.15%
6,935
53
$644K 0.14%
5,155
54
$639K 0.14%
7,850
55
$618K 0.13%
8,800
56
$605K 0.13%
3,277
-200
57
$524K 0.11%
6,500
58
$520K 0.11%
5,725
-75
59
$465K 0.1%
3,800
60
$460K 0.1%
9,353
61
$458K 0.1%
6,000
-100
62
$453K 0.1%
10,861
63
$448K 0.1%
1,604
-46
64
$442K 0.1%
8,200
-300
65
$411K 0.09%
14,140
-3
66
$387K 0.08%
5,424
-1,832
67
$374K 0.08%
6,231
68
$372K 0.08%
9,050
69
$362K 0.08%
4,400
-175
70
$357K 0.08%
7,481
71
$306K 0.07%
11,450
72
$302K 0.07%
8,000
73
$295K 0.06%
2,585
+135
74
$276K 0.06%
3,890
-40
75
$276K 0.06%
+6,210
1 2
3
4