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
$432M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$9.23M
3
+$9.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
WPC icon
W.P. Carey
WPC
+$915K

Top Sells

1
+$13.8M
2
+$12M
3
+$2.44M
4
UNH icon
UnitedHealth
UNH
+$881K
5
SNY icon
Sanofi
SNY
+$560K

Sector Composition

1 Financials 22.31%
2 Healthcare 12.52%
3 Energy 11.25%
4 Technology 10.44%
5 Consumer Discretionary 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$706K 0.16%
12,910
+2,010
52
$660K 0.15%
26,215
-10,550
53
$657K 0.15%
7,850
54
$640K 0.15%
3,500
-2,040
55
$609K 0.14%
5,105
56
$598K 0.14%
9,330
57
$582K 0.13%
6,135
-750
58
$532K 0.12%
8,496
59
$520K 0.12%
5,250
60
$516K 0.12%
5,800
61
$512K 0.12%
4,680
62
$487K 0.11%
11,675
+1,600
63
$473K 0.11%
9,466
64
$461K 0.11%
3,540
65
$444K 0.1%
1,342
-208
66
$432K 0.1%
10,861
67
$418K 0.1%
2,275
68
$379K 0.09%
1,922
69
$379K 0.09%
3,150
+700
70
$342K 0.08%
6,200
71
$341K 0.08%
2,885
72
$330K 0.08%
4,336
-450
73
$329K 0.08%
7,095
+695
74
$317K 0.07%
3,900
75
$317K 0.07%
3,400
1 2
3
4