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
$549M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.6M
3
+$3.19M
4
TXN icon
Texas Instruments
TXN
+$2.07M
5
C icon
Citigroup
C
+$1.94M

Top Sells

1
+$5.8M
2
+$3M
3
+$2.44M
4
META icon
Meta Platforms (Facebook)
META
+$2.13M
5
BX icon
Blackstone
BX
+$2.1M

Sector Composition

1 Technology 14.84%
2 Financials 14.3%
3 Industrials 12.04%
4 Energy 10.54%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.52M 0.64%
18,994
+595
52
$3.52M 0.64%
53,916
+8
53
$3.36M 0.61%
11,386
-176
54
$3.36M 0.61%
20,432
-70
55
$3.23M 0.59%
80,615
-3,113
56
$3M 0.55%
38,225
+370
57
$2.95M 0.54%
44,081
+16,000
58
$2.86M 0.52%
14,537
-3,326
59
$2.84M 0.52%
39,678
+8,164
60
$2.8M 0.51%
11,979
+726
61
$2.74M 0.5%
52,872
-220
62
$2.71M 0.49%
20,390
-403
63
$2.71M 0.49%
24,810
-415
64
$2.67M 0.49%
25,167
-1,297
65
$2.55M 0.46%
30,020
-12,860
66
$2.5M 0.46%
12,261
+10
67
$2.44M 0.44%
29,250
-2,319
68
$2.36M 0.43%
17,915
-15,175
69
$2.33M 0.42%
12,612
-119
70
$2.33M 0.42%
43,812
-6
71
$2.26M 0.41%
21,546
-320
72
$2.23M 0.41%
13,603
+3,118
73
$2.22M 0.4%
45,705
-618
74
$2.2M 0.4%
28,966
-2,462
75
$2.08M 0.38%
11,801
+2,115
1 2
3
4 5