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
$488M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.23M
3
+$4.3M
4
HUBB icon
Hubbell
HUBB
+$3.6M
5
WMT icon
Walmart
WMT
+$2.93M

Top Sells

1
+$6.85M
2
+$5.01M
3
+$4.47M
4
DD
Du Pont De Nemours E I
DD
+$4.29M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$3.39M

Sector Composition

1 Financials 18.33%
2 Industrials 11.35%
3 Consumer Staples 9.97%
4 Healthcare 9.48%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.82M 0.78%
139,206
-85,501
52
$3.76M 0.77%
145,178
-20,702
53
$3.6M 0.74%
+35,653
54
$3.42M 0.7%
86,367
-34,832
55
$3.33M 0.68%
74,959
-25,108
56
$3.07M 0.63%
34,352
+15,080
57
$2.95M 0.61%
61,085
+9,100
58
$2.84M 0.58%
31,765
+825
59
$2.7M 0.55%
22,333
+15,319
60
$2.44M 0.5%
56,335
-5,500
61
$2.07M 0.43%
5,400
62
$1.9M 0.39%
+41,290
63
$1.67M 0.34%
31,930
+2,370
64
$1.37M 0.28%
192,984
-94,927
65
$1.33M 0.27%
16,390
66
$1.05M 0.22%
12,989
67
$995K 0.2%
21,726
-109,347
68
$990K 0.2%
18,450
-170
69
$929K 0.19%
7,061
-47
70
$905K 0.19%
74,175
-59,600
71
$849K 0.17%
3,342
72
$826K 0.17%
6,559
73
$810K 0.17%
7,383
-530
74
$774K 0.16%
6,553
-360
75
$765K 0.16%
11,586
-200
1 2
3
4 5