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
$572M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$8.54M
3
+$8.44M
4
GILD icon
Gilead Sciences
GILD
+$8.29M
5
GIS icon
General Mills
GIS
+$8.09M

Top Sells

1
+$8.74M
2
+$4.36M
3
+$1.87M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.02M
5
BA icon
Boeing
BA
+$968K

Sector Composition

1 Financials 20.75%
2 Energy 10.7%
3 Healthcare 10.03%
4 Industrials 8.97%
5 Technology 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.94M 0.86%
+121,724
52
$4.84M 0.85%
+150,310
53
$4.8M 0.84%
+97,192
54
$4.13M 0.72%
68,075
+63,377
55
$4.12M 0.72%
152,005
-365
56
$3.89M 0.68%
+35,946
57
$3.88M 0.68%
+236,148
58
$3.83M 0.67%
75,685
-5,960
59
$3.52M 0.62%
31,925
+625
60
$2.82M 0.49%
57,855
+695
61
$2.69M 0.47%
64,300
+2,600
62
$2.21M 0.39%
5,400
-136
63
$1.81M 0.32%
+17,067
64
$1.58M 0.28%
8,473
-5,492
65
$1.57M 0.27%
29,820
-906
66
$1.35M 0.24%
+16,390
67
$1.32M 0.23%
+48,285
68
$1.08M 0.19%
6,940
+538
69
$1.04M 0.18%
18,087
-306
70
$997K 0.17%
12,989
71
$992K 0.17%
18,230
+4,080
72
$913K 0.16%
3,342
73
$887K 0.16%
7,913
-2,295
74
$846K 0.15%
6,559
-598
75
$831K 0.15%
4,875
-675
1 2
3
4 5