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
$598M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$6.2M
3
+$6.01M
4
PWR icon
Quanta Services
PWR
+$4.06M
5
LIN icon
Linde
LIN
+$3.48M

Top Sells

1
+$8.33M
2
+$4.49M
3
+$3.99M
4
APD icon
Air Products & Chemicals
APD
+$3.24M
5
LMT icon
Lockheed Martin
LMT
+$2.97M

Sector Composition

1 Technology 16.6%
2 Financials 13.89%
3 Healthcare 12.94%
4 Industrials 12.62%
5 Consumer Discretionary 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.37M 0.73%
18,424
-190
52
$4.32M 0.72%
32,527
+357
53
$4.31M 0.72%
77,125
-1,270
54
$4.17M 0.7%
63,656
-1,127
55
$4.14M 0.69%
69,880
+10,048
56
$4.12M 0.69%
24,497
-383
57
$4.09M 0.68%
24,918
-11,639
58
$4.06M 0.68%
+46,106
59
$4M 0.67%
53,659
+728
60
$3.95M 0.66%
72,016
-516
61
$3.85M 0.64%
29,029
+5,779
62
$3.77M 0.63%
71,531
+23,188
63
$3.76M 0.63%
38,185
+466
64
$3.58M 0.6%
13,830
+590
65
$3.48M 0.58%
+12,422
66
$3.48M 0.58%
46,019
+1,248
67
$3.41M 0.57%
7,477
+104
68
$3.41M 0.57%
+1,462
69
$3.36M 0.56%
45,805
+5,931
70
$3.35M 0.56%
7,036
+116
71
$3.29M 0.55%
9,239
+84
72
$3.24M 0.54%
42,660
+8,925
73
$3.12M 0.52%
11,357
+188
74
$3.08M 0.52%
231,080
+3,160
75
$2.96M 0.49%
27,073
+462
1 2
3
4 5