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
$476M
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$3.48M
3
+$3.22M
4
AXP icon
American Express
AXP
+$1.94M
5
ABT icon
Abbott
ABT
+$1.79M

Top Sells

1
+$8.35M
2
+$3.57M
3
+$2.66M
4
AMGN icon
Amgen
AMGN
+$2.05M
5
C icon
Citigroup
C
+$1.82M

Sector Composition

1 Financials 14.77%
2 Healthcare 14.05%
3 Technology 13.4%
4 Industrials 10.89%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.92M 0.61%
55,960
+20,380
52
$2.91M 0.61%
39,199
+13,720
53
$2.89M 0.61%
174,526
-1,870
54
$2.87M 0.6%
54,996
-525
55
$2.85M 0.6%
15,131
+610
56
$2.76M 0.58%
16,088
+6,682
57
$2.66M 0.56%
51,536
-2,619
58
$2.66M 0.56%
16,957
+4,535
59
$2.59M 0.54%
26,192
+652
60
$2.53M 0.53%
43,116
-2,405
61
$2.52M 0.53%
362,641
-77,825
62
$2.37M 0.5%
9,046
-44
63
$2.32M 0.49%
23,807
-2,050
64
$2.27M 0.48%
36,860
-11,120
65
$2.27M 0.48%
43,272
-1,848
66
$2.25M 0.47%
62,349
-26,461
67
$2.24M 0.47%
13,199
+980
68
$2.24M 0.47%
34,726
-260
69
$2.18M 0.46%
25,518
+2,815
70
$2.14M 0.45%
15,965
+2,586
71
$2.09M 0.44%
147,507
-50,880
72
$2.09M 0.44%
36,417
+6,913
73
$1.94M 0.41%
+20,387
74
$1.93M 0.41%
14,417
+539
75
$1.85M 0.39%
11,481
+3,985
1 2
3
4 5