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
$512M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$2.15M
3
+$2.11M
4
UPS icon
United Parcel Service
UPS
+$2.08M
5
NEE icon
NextEra Energy
NEE
+$1.98M

Top Sells

1
+$6.64M
2
+$3.54M
3
+$2.77M
4
SYK icon
Stryker
SYK
+$2.57M
5
BA icon
Boeing
BA
+$2.48M

Sector Composition

1 Technology 17.73%
2 Healthcare 14.78%
3 Financials 12.2%
4 Industrials 11.7%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.89M 0.76%
33,031
+349
52
$3.79M 0.74%
156,314
-6,570
53
$3.78M 0.74%
25,693
+251
54
$3.73M 0.73%
61,291
+19,691
55
$3.67M 0.72%
15,516
+1,155
56
$3.55M 0.69%
11,921
+420
57
$3.5M 0.68%
59,904
+1,846
58
$3.38M 0.66%
13,453
+1,365
59
$3.32M 0.65%
137,723
+4,160
60
$3.29M 0.64%
7,448
+474
61
$3.23M 0.63%
19,504
+682
62
$3.15M 0.62%
232,760
-23,280
63
$3.08M 0.6%
42,871
-1,060
64
$2.99M 0.58%
38,856
-174
65
$2.9M 0.57%
80,874
-1,549
66
$2.89M 0.56%
55,328
+2,089
67
$2.79M 0.54%
46,904
+4,792
68
$2.77M 0.54%
9,412
-3,064
69
$2.69M 0.53%
10,291
-4,350
70
$2.56M 0.5%
31,663
+3,752
71
$2.53M 0.49%
50,550
+4,410
72
$2.5M 0.49%
50,538
+1,341
73
$2.46M 0.48%
11,438
-518
74
$2.43M 0.47%
40,896
+2,609
75
$2.4M 0.47%
11,366
+10,173
1 2
3
4 5