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
$551M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$2.37M
3
+$2.01M
4
ORCL icon
Oracle
ORCL
+$1.93M
5
ALX
Alexander's
ALX
+$871K

Top Sells

1
+$6.05M
2
+$4.06M
3
+$3.39M
4
KO icon
Coca-Cola
KO
+$2.71M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M

Sector Composition

1 Financials 16.21%
2 Healthcare 14.37%
3 Energy 11.98%
4 Industrials 9.27%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.39M 0.8%
500,762
+228,846
52
$4.19M 0.76%
92,672
-59,923
53
$3.99M 0.72%
71,904
-4,130
54
$3.8M 0.69%
642,148
-65,682
55
$3.44M 0.62%
69,816
+548
56
$3.21M 0.58%
7,410
+2,010
57
$3.07M 0.56%
115,506
-6,250
58
$2.49M 0.45%
43,125
-2,975
59
$2.34M 0.42%
44,346
-3,098
60
$1.93M 0.35%
35,130
+814
61
$1.78M 0.32%
27,828
+2,725
62
$1.69M 0.31%
26,730
+13,741
63
$1.68M 0.31%
18,402
+920
64
$1.63M 0.3%
20,334
+1,504
65
$1.57M 0.29%
10,300
-1,090
66
$1.27M 0.23%
22,123
+1,450
67
$1.25M 0.23%
18,230
+1,303
68
$1.14M 0.21%
6,832
-10
69
$1.12M 0.2%
17,081
+1,740
70
$1.12M 0.2%
7,057
-50
71
$1.04M 0.19%
11,160
+125
72
$1.03M 0.19%
3,167
73
$919K 0.17%
16,620
+720
74
$892K 0.16%
6,195
+335
75
$891K 0.16%
6,377
-90
1 2
3
4 5