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
$531M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.08M
3
+$4.07M
4
BAC icon
Bank of America
BAC
+$3.31M
5
PARA
Paramount Global Class B
PARA
+$2.95M

Top Sells

1
+$5.04M
2
+$3.19M
3
+$3.13M
4
INTU icon
Intuit
INTU
+$2.22M
5
LHX icon
L3Harris
LHX
+$2.21M

Sector Composition

1 Financials 15.17%
2 Technology 14.91%
3 Healthcare 12.89%
4 Industrials 11.16%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.57M 0.67%
88,726
+25,935
52
$3.56M 0.67%
157,141
-23,059
53
$3.56M 0.67%
35,104
-255
54
$3.5M 0.66%
73,077
-1,015
55
$3.42M 0.65%
49,082
-5,775
56
$3.31M 0.62%
49,460
+2,020
57
$3.31M 0.62%
+93,853
58
$3.3M 0.62%
22,831
-3,557
59
$3.29M 0.62%
37,965
+28,003
60
$3.26M 0.61%
221,157
-29,735
61
$3.1M 0.58%
49,436
+378
62
$3.09M 0.58%
24,842
-215
63
$3.02M 0.57%
11,059
-135
64
$3M 0.56%
13,718
-130
65
$2.95M 0.56%
+70,209
66
$2.94M 0.55%
33,502
-1,915
67
$2.8M 0.53%
52,170
-748
68
$2.78M 0.52%
50,161
-250
69
$2.57M 0.48%
11,680
-1,460
70
$2.49M 0.47%
12,119
-630
71
$2.49M 0.47%
10,817
-968
72
$2.48M 0.47%
35,636
+59
73
$2.48M 0.47%
7,195
-95
74
$2.4M 0.45%
12,104
+5
75
$2.31M 0.43%
37,770
+6,779
1 2
3
4 5