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
$562M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$5.83M
3
+$3.06M
4
NEM icon
Newmont
NEM
+$1.83M
5
SYY icon
Sysco
SYY
+$1.4M

Top Sells

1
+$4.68M
2
+$3.01M
3
+$1.49M
4
CCL icon
Carnival Corp
CCL
+$1.47M
5
ADBE icon
Adobe
ADBE
+$1.41M

Sector Composition

1 Technology 16.6%
2 Healthcare 13.64%
3 Financials 12.84%
4 Industrials 12.61%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4M 0.71%
24,880
-813
52
$3.7M 0.66%
59,832
-1,459
53
$3.64M 0.65%
13,705
-647
54
$3.63M 0.65%
42,063
-4,841
55
$3.54M 0.63%
23,250
-9,781
56
$3.49M 0.62%
64,783
-1,598
57
$3.46M 0.62%
9,755
-709
58
$3.46M 0.62%
6,920
-2,814
59
$3.45M 0.61%
44,771
+11,639
60
$3.43M 0.61%
7,373
-75
61
$3.43M 0.61%
52,931
-2,397
62
$3.34M 0.59%
37,719
-1,137
63
$3.27M 0.58%
9,155
-2,387
64
$3.24M 0.58%
11,851
-70
65
$3.16M 0.56%
11,574
-3,942
66
$3.06M 0.54%
+11,357
67
$3.01M 0.54%
13,240
+1,874
68
$2.99M 0.53%
11,169
-269
69
$2.98M 0.53%
227,920
-4,840
70
$2.89M 0.51%
72,532
-8,342
71
$2.87M 0.51%
30,933
-730
72
$2.85M 0.51%
26,611
-751
73
$2.83M 0.5%
17,069
-2,435
74
$2.72M 0.48%
5,034
-21
75
$2.71M 0.48%
9,926
-365
1 2
3
4 5