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
$510M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.73M
3
+$2.7M
4
AMT icon
American Tower
AMT
+$2.61M
5
RTN
Raytheon Company
RTN
+$2.58M

Top Sells

1
+$3.97M
2
+$3.58M
3
+$2.7M
4
STZ icon
Constellation Brands
STZ
+$2.69M
5
TJX icon
TJX Companies
TJX
+$2.64M

Sector Composition

1 Financials 14.73%
2 Technology 14.3%
3 Healthcare 12.68%
4 Industrials 11.39%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.44M 0.67%
26,388
+1,650
52
$3.39M 0.67%
43,672
-2,285
53
$3.35M 0.66%
12,341
-2,925
54
$3.32M 0.65%
35,359
-4,800
55
$3.23M 0.63%
11,691
+760
56
$3.21M 0.63%
13,848
-2,515
57
$3.13M 0.61%
35,417
+80
58
$3.13M 0.61%
130,114
-11,053
59
$2.96M 0.58%
25,057
+1,295
60
$2.96M 0.58%
24,529
-47
61
$2.9M 0.57%
47,440
-10,520
62
$2.84M 0.56%
52,918
+961
63
$2.8M 0.55%
22,468
-5,145
64
$2.74M 0.54%
50,411
+35,930
65
$2.74M 0.54%
11,194
-2,195
66
$2.73M 0.54%
+7,290
67
$2.64M 0.52%
148,166
-5,200
68
$2.61M 0.51%
+11,785
69
$2.58M 0.51%
+13,140
70
$2.53M 0.5%
42,990
-1,875
71
$2.32M 0.46%
35,577
-7,714
72
$2.28M 0.45%
19,020
-875
73
$2.27M 0.45%
12,749
+275
74
$2.25M 0.44%
43,214
-2,742
75
$2.24M 0.44%
38,741
-652
1 2
3
4 5