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
$462M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$4.07M
3
+$2.48M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.46M
5
ATVI
Activision Blizzard
ATVI
+$2.12M

Top Sells

1
+$2.88M
2
+$2.87M
3
+$2.82M
4
NOC icon
Northrop Grumman
NOC
+$2.31M
5
BA icon
Boeing
BA
+$1.64M

Sector Composition

1 Technology 19.58%
2 Healthcare 15.98%
3 Financials 12.76%
4 Consumer Discretionary 10.23%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.72%
58,058
+762
52
$3.32M 0.72%
11,224
-2,028
53
$3.25M 0.7%
25,442
+46
54
$3.21M 0.69%
32,696
+622
55
$3.17M 0.69%
133,563
+34,670
56
$3.14M 0.68%
57,441
+1,610
57
$3.09M 0.67%
16,880
-8,931
58
$3.02M 0.65%
11,702
+220
59
$3.02M 0.65%
53,239
+1,028
60
$2.98M 0.65%
32,682
+4,775
61
$2.78M 0.6%
11,501
+3,642
62
$2.75M 0.6%
43,931
-2,067
63
$2.73M 0.59%
14,361
+300
64
$2.69M 0.58%
12,476
+2,230
65
$2.68M 0.58%
39,030
-4,160
66
$2.58M 0.56%
18,822
+605
67
$2.57M 0.56%
100,481
+7,527
68
$2.57M 0.56%
14,246
-4,288
69
$2.55M 0.55%
42,112
+1,335
70
$2.53M 0.55%
6,974
+5,292
71
$2.51M 0.54%
41,600
+885
72
$2.49M 0.54%
33,856
+719
73
$2.43M 0.53%
256,040
-89,120
74
$2.39M 0.52%
11,956
-93
75
$2.28M 0.49%
66,874
-44,899
1 2
3
4 5