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
$532M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.11M
3
+$1.99M
4
PYPL icon
PayPal
PYPL
+$1.59M
5
TMUS icon
T-Mobile US
TMUS
+$1.55M

Top Sells

1
+$5.79M
2
+$3.12M
3
+$3.01M
4
UNH icon
UnitedHealth
UNH
+$2.24M
5
FDX icon
FedEx
FDX
+$1.62M

Sector Composition

1 Financials 15.61%
2 Technology 14.24%
3 Healthcare 13.69%
4 Industrials 10.8%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.56M 0.67%
45,957
-894
52
$3.45M 0.65%
24,738
-5,605
53
$3.4M 0.64%
16,363
+225
54
$3.37M 0.63%
40,159
+555
55
$3.22M 0.61%
10,931
+3,405
56
$3.19M 0.6%
29,054
+190
57
$3.14M 0.59%
57,960
+600
58
$3.13M 0.59%
27,613
+430
59
$3.05M 0.57%
13,389
+140
60
$2.96M 0.56%
35,337
+706
61
$2.93M 0.55%
23,762
+520
62
$2.93M 0.55%
16,764
+7,614
63
$2.93M 0.55%
24,576
-944
64
$2.92M 0.55%
44,865
-250
65
$2.85M 0.54%
43,291
-840
66
$2.83M 0.53%
153,366
-930
67
$2.78M 0.52%
51,957
+26
68
$2.69M 0.51%
13,646
+560
69
$2.66M 0.5%
66,926
-3,079
70
$2.56M 0.48%
45,956
-1,510
71
$2.45M 0.46%
16,135
+255
72
$2.41M 0.45%
12,474
+175
73
$2.24M 0.42%
39,393
-2,516
74
$2.22M 0.42%
345,733
-10,316
75
$2.16M 0.41%
11,597
-47
1 2
3
4 5