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
$568M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.12M
3
+$3.03M
4
CSCO icon
Cisco
CSCO
+$2.86M
5
MA icon
Mastercard
MA
+$2.84M

Top Sells

1
+$8.99M
2
+$6.33M
3
+$4.47M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.21M
5
ABT icon
Abbott
ABT
+$4.16M

Sector Composition

1 Financials 16.11%
2 Healthcare 12.58%
3 Technology 11.88%
4 Energy 10.55%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.67M 0.65%
80,089
-12,743
52
$3.67M 0.65%
66,301
-45,185
53
$3.65M 0.64%
52,083
+16,449
54
$3.44M 0.61%
33,130
-22,060
55
$3.29M 0.58%
19,049
+10,049
56
$3.25M 0.57%
27,278
-12,205
57
$3.19M 0.56%
88,315
-61,320
58
$3.15M 0.55%
89,342
-56,900
59
$3.11M 0.55%
37,156
-49,796
60
$2.96M 0.52%
20,563
+17,442
61
$2.9M 0.51%
55,494
+7,542
62
$2.84M 0.5%
+18,788
63
$2.77M 0.49%
+59,990
64
$2.69M 0.47%
32,532
+10,525
65
$2.63M 0.46%
+45,060
66
$2.5M 0.44%
448,398
-173,375
67
$2.43M 0.43%
6,148
-1,262
68
$2.41M 0.42%
+29,281
69
$2.4M 0.42%
33,199
+13,510
70
$2.39M 0.42%
24,259
+6,998
71
$2.39M 0.42%
43,698
+6,750
72
$2.37M 0.42%
+73,971
73
$2.33M 0.41%
+13,191
74
$2.32M 0.41%
21,566
+16,546
75
$2.3M 0.4%
+14,833
1 2
3
4 5