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
$463M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$276K
3
+$240K
4
AMGN icon
Amgen
AMGN
+$240K
5
CVS icon
CVS Health
CVS
+$215K

Top Sells

1
+$6.41M
2
+$1.37M
3
+$1.16M
4
UNH icon
UnitedHealth
UNH
+$1.05M
5
GM icon
General Motors
GM
+$1.05M

Sector Composition

1 Financials 20.43%
2 Consumer Discretionary 15.09%
3 Healthcare 11.33%
4 Energy 10.73%
5 Industrials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.06%
6,550
77
$270K 0.06%
3,094
-210
78
$259K 0.06%
7,400
-1,000
79
$255K 0.06%
3,200
80
$254K 0.05%
7,686
81
$243K 0.05%
3,940
82
$240K 0.05%
+2,100
83
$216K 0.05%
8,000
84
$215K 0.05%
+3,000
85
$214K 0.05%
+4,055
86
$212K 0.05%
+3,600
87
$208K 0.04%
41,300
88
$202K 0.04%
2,000
89
$201K 0.04%
+6,500
90
$190K 0.04%
12,300
+1,500
91
$164K 0.04%
28,900
92
$126K 0.03%
14,000
93
$70K 0.02%
2,012
+250
94
– –
-1,500
1 2 3
4