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
$562M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.44M
3
+$6.38M
4
MRK icon
Merck
MRK
+$5.41M
5
VIAB
Viacom Inc. Class B
VIAB
+$5.31M

Top Sells

1
+$11.9M
2
+$5.54M
3
+$5.52M
4
UNH icon
UnitedHealth
UNH
+$3.14M
5
FAX
abrdn Asia-Pacific Income Fund
FAX
+$3.12M

Sector Composition

1 Financials 17.04%
2 Energy 12.96%
3 Healthcare 11.91%
4 Industrials 9.48%
5 Consumer Staples 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.75M 0.84%
44,236
-118
52
$4.72M 0.84%
76,034
-2,652
53
$4.61M 0.82%
87,464
-2,004
54
$3.89M 0.69%
65,907
-52,370
55
$3.43M 0.61%
69,268
+7,328
56
$3.38M 0.6%
+271,916
57
$3.38M 0.6%
121,756
-5,045
58
$2.5M 0.44%
47,444
+19,774
59
$2.33M 0.41%
5,400
60
$2.29M 0.41%
46,100
-1,325
61
$1.87M 0.33%
34,316
+13,946
62
$1.54M 0.27%
17,482
+11,727
63
$1.52M 0.27%
25,103
+12,083
64
$1.4M 0.25%
18,830
+12,760
65
$1.23M 0.22%
11,390
66
$1.1M 0.2%
20,673
+13,405
67
$1.1M 0.2%
16,927
+11,352
68
$1.09M 0.19%
6,842
+266
69
$1.08M 0.19%
6,467
+232
70
$1.07M 0.19%
15,341
+11,386
71
$1.05M 0.19%
12,989
72
$989K 0.18%
3,167
73
$969K 0.17%
11,035
+1,169
74
$921K 0.16%
7,107
+596
75
$887K 0.16%
7,736
+2,443
1 2
3
4 5