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
$520M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$5.28M
3
+$2.83M
4
CRM icon
Salesforce
CRM
+$2.52M
5
PG icon
Procter & Gamble
PG
+$2.42M

Top Sells

1
+$6.02M
2
+$4.61M
3
+$3.38M
4
IFF icon
International Flavors & Fragrances
IFF
+$2.14M
5
HSY icon
Hershey
HSY
+$1.83M

Sector Composition

1 Financials 15.53%
2 Healthcare 14.14%
3 Technology 14.09%
4 Industrials 11.11%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.38M 0.65%
57,360
+1,400
52
$3.37M 0.65%
30,343
+530
53
$3.33M 0.64%
39,604
+405
54
$3.1M 0.6%
356,049
-6,592
55
$3.1M 0.6%
16,138
+50
56
$3.05M 0.59%
70,005
+7,656
57
$3.01M 0.58%
56,985
-114,131
58
$3M 0.58%
28,864
+23,278
59
$2.9M 0.56%
25,520
-672
60
$2.86M 0.55%
44,131
+1,015
61
$2.86M 0.55%
154,296
-20,230
62
$2.82M 0.54%
45,115
-7,735
63
$2.79M 0.54%
13,249
+50
64
$2.77M 0.53%
164,127
+16,620
65
$2.74M 0.53%
51,931
+395
66
$2.74M 0.53%
27,183
+1,665
67
$2.73M 0.53%
9,111
+65
68
$2.64M 0.51%
47,466
-7,530
69
$2.57M 0.5%
34,631
-95
70
$2.55M 0.49%
36,510
-350
71
$2.54M 0.49%
23,242
+2,855
72
$2.52M 0.48%
+15,880
73
$2.34M 0.45%
15,261
+844
74
$2.31M 0.44%
41,909
-1,363
75
$2.31M 0.44%
20,632
-3,175
1 2
3
4 5