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
$545M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.24M
3
+$8.17M
4
BNS icon
Scotiabank
BNS
+$7.42M
5
FDX icon
FedEx
FDX
+$6.24M

Top Sells

1
+$10.1M
2
+$8.88M
3
+$6.8M
4
BCR
CR Bard Inc.
BCR
+$5.57M
5
ABT icon
Abbott
ABT
+$4.75M

Sector Composition

1 Financials 15.28%
2 Technology 13.83%
3 Industrials 12.7%
4 Healthcare 10.55%
5 Energy 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.66%
205,666
-1,750
52
$3.48M 0.64%
53,908
+16,752
53
$3.38M 0.62%
18,399
-650
54
$3.23M 0.59%
33,090
-40
55
$3.2M 0.59%
91,387
+2,045
56
$3.13M 0.57%
17,863
-925
57
$3.1M 0.57%
42,880
-2,180
58
$3.01M 0.55%
+37,855
59
$2.77M 0.51%
26,464
-814
60
$2.75M 0.51%
53,092
-2,402
61
$2.67M 0.49%
20,793
+230
62
$2.57M 0.47%
31,569
-963
63
$2.56M 0.47%
25,225
+966
64
$2.44M 0.45%
78,015
-10,300
65
$2.41M 0.44%
75,471
+1,500
66
$2.38M 0.44%
11,253
+9,746
67
$2.35M 0.43%
43,818
+120
68
$2.34M 0.43%
6,148
69
$2.34M 0.43%
12,251
+150
70
$2.34M 0.43%
31,514
+2,545
71
$2.32M 0.43%
1,115
+110
72
$2.31M 0.42%
35,232
+3,417
73
$2.27M 0.42%
46,323
+1,585
74
$2.2M 0.4%
21,866
+300
75
$2.17M 0.4%
12,731
+201
1 2
3
4 5