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
$570M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.14M
3
+$1.64M
4
HD icon
Home Depot
HD
+$1.58M
5
BDX icon
Becton Dickinson
BDX
+$1.51M

Top Sells

1
+$2.24M
2
+$2.15M
3
+$1.67M
4
BA icon
Boeing
BA
+$1.13M
5
ABT icon
Abbott
ABT
+$936K

Sector Composition

1 Technology 15.26%
2 Financials 14.09%
3 Industrials 12.69%
4 Healthcare 11.73%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.57M 0.63%
80,628
+13
52
$3.55M 0.62%
198,387
-29,980
53
$3.25M 0.57%
176,396
-27,630
54
$3.23M 0.57%
14,521
-16
55
$3.2M 0.56%
40,848
+1,170
56
$3.15M 0.55%
9,090
-2,296
57
$3.12M 0.55%
18,927
-67
58
$3.1M 0.54%
45,521
+1,440
59
$3.02M 0.53%
25,857
+690
60
$3M 0.53%
29,940
-80
61
$2.99M 0.53%
25,540
+730
62
$2.9M 0.51%
30,503
+1,253
63
$2.81M 0.49%
54,155
+1,283
64
$2.66M 0.47%
36,315
-1,910
65
$2.58M 0.45%
12,450
-162
66
$2.48M 0.44%
21,238
-308
67
$2.44M 0.43%
45,049
-8,867
68
$2.4M 0.42%
45,120
+1,308
69
$2.39M 0.42%
12,219
-42
70
$2.38M 0.42%
44,757
-948
71
$2.34M 0.41%
13,878
+275
72
$2.3M 0.4%
12,261
+460
73
$2.24M 0.39%
17,380
-535
74
$2.23M 0.39%
29,504
+538
75
$2.21M 0.39%
12,422
+8,235
1 2
3
4 5