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
$618M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.69M
3
+$1.94M
4
PSA icon
Public Storage
PSA
+$1.31M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.1M

Top Sells

1
+$3.37M
2
+$3.07M
3
+$2.63M
4
NEM icon
Newmont
NEM
+$2.54M
5
BAC icon
Bank of America
BAC
+$1.48M

Sector Composition

1 Technology 17.82%
2 Financials 14.22%
3 Healthcare 12.83%
4 Industrials 11.1%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMI icon
76
Cummins
CMI
$57B
$3.09M 0.5%
13,743
-256
SBUX icon
77
Starbucks
SBUX
$96.1B
$3.06M 0.49%
27,711
-555
ISRG icon
78
Intuitive Surgical
ISRG
$164B
$3.03M 0.49%
9,132
-297
VCIT icon
79
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.2B
$2.89M 0.47%
30,633
+2,405
NKE icon
80
Nike
NKE
$100B
$2.88M 0.47%
19,817
-535
AZO icon
81
AutoZone
AZO
$66.1B
$2.86M 0.46%
1,682
-22
WST icon
82
West Pharmaceutical
WST
$19.8B
$2.69M 0.44%
+6,348
BLK icon
83
Blackrock
BLK
$180B
$2.66M 0.43%
3,174
-95
TSLA icon
84
Tesla
TSLA
$1.49T
$2.63M 0.43%
10,176
-714
PYPL icon
85
PayPal
PYPL
$66.1B
$2.45M 0.4%
9,432
-191
VBK icon
86
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$2.42M 0.39%
8,637
-1,071
GNRC icon
87
Generac Holdings
GNRC
$11.5B
$2.35M 0.38%
5,752
+4,742
SPY icon
88
SPDR S&P 500 ETF Trust
SPY
$667B
$2.2M 0.36%
5,132
+299
TMUS icon
89
T-Mobile US
TMUS
$259B
$2.15M 0.35%
16,847
-515
PH icon
90
Parker-Hannifin
PH
$93.6B
$2.12M 0.34%
7,590
-226
IJH icon
91
iShares Core S&P Mid-Cap ETF
IJH
$100B
$2.03M 0.33%
38,515
+3,660
IWM icon
92
iShares Russell 2000 ETF
IWM
$71.2B
$1.95M 0.32%
8,910
-3,584
ALX
93
Alexander's
ALX
$1.21B
$1.72M 0.28%
6,614
XLP icon
94
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
$1.71M 0.28%
24,863
+797
XOM icon
95
Exxon Mobil
XOM
$480B
$1.71M 0.28%
29,044
-1,055
EFA icon
96
iShares MSCI EAFE ETF
EFA
$68.7B
$1.62M 0.26%
20,782
-13,960
TTE icon
97
TotalEnergies
TTE
$132B
$1.59M 0.26%
33,184
+63
VNQ icon
98
Vanguard Real Estate ETF
VNQ
$34.5B
$1.52M 0.25%
14,893
+1,713
HUBB icon
99
Hubbell
HUBB
$22.9B
$1.5M 0.24%
8,296
-331
VWO icon
100
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$1.47M 0.24%
29,438
-11,454
2 3
4
5 6