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
$402M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5.14M
3
+$3.98M
4
LOW icon
Lowe's Companies
LOW
+$3.62M
5
DOV icon
Dover
DOV
+$3.56M

Top Sells

1
+$5.68M
2
+$4.59M
3
+$4.35M
4
TS icon
Tenaris
TS
+$3.56M
5
PARA
Paramount Global Class B
PARA
+$2.95M

Sector Composition

1 Technology 16.92%
2 Healthcare 16.53%
3 Financials 13.94%
4 Industrials 10.16%
5 Consumer Discretionary 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.91M 0.72%
57,296
+2,411
52
$2.87M 0.71%
11,706
+647
53
$2.67M 0.66%
92,954
+17,165
54
$2.65M 0.66%
32,074
-3,030
55
$2.55M 0.63%
43,190
-675
56
$2.5M 0.62%
11,482
+665
57
$2.49M 0.62%
13,352
-366
58
$2.49M 0.62%
25,396
+678
59
$2.38M 0.59%
52,211
+41,431
60
$2.32M 0.58%
14,061
+11,805
61
$2.32M 0.58%
45,998
-2,585
62
$2.31M 0.57%
7,624
+429
63
$2.28M 0.57%
26,626
+1,784
64
$2.27M 0.57%
345,160
+20,840
65
$2.24M 0.56%
40,715
+2,050
66
$2.19M 0.54%
49,436
-725
67
$2.18M 0.54%
13,082
+963
68
$2.18M 0.54%
33,137
-365
69
$2.14M 0.53%
18,217
+867
70
$2.1M 0.52%
98,893
+5,040
71
$2.07M 0.52%
22,605
-2,210
72
$1.99M 0.5%
10,246
+5,991
73
$1.9M 0.47%
6,872
+1,874
74
$1.89M 0.47%
+27,907
75
$1.87M 0.47%
40,777
+3,007
1 2
3
4 5