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
$458M
AUM Growth
-$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$2.13M
3
+$1.01M
4
NWSA icon
News Corp Class A
NWSA
+$520K
5
FL
Foot Locker
FL
+$510K

Top Sells

1
+$14M
2
+$6.95M
3
+$559K
4
LMT icon
Lockheed Martin
LMT
+$544K
5
BA icon
Boeing
BA
+$408K

Sector Composition

1 Financials 21.48%
2 Consumer Discretionary 13.25%
3 Healthcare 11.7%
4 Energy 11.62%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$260K 0.06%
2,937
-157
77
$259K 0.06%
2,100
78
$256K 0.06%
3,200
79
$253K 0.06%
+5,225
80
$251K 0.05%
3,940
81
$251K 0.05%
3,400
-3,100
82
$250K 0.05%
7,150
-250
83
$248K 0.05%
4,200
+600
84
$224K 0.05%
8,000
85
$207K 0.05%
41,300
86
$203K 0.04%
3,955
-100
87
$202K 0.04%
2,000
88
$201K 0.04%
6,500
89
$188K 0.04%
12,050
-250
90
$166K 0.04%
28,900
91
$131K 0.03%
14,000
92
$58K 0.01%
1,812
-200
93
– –
-3,000
94
– –
-7,686
95
– –
-7,481
96
– –
-211,030
1 2 3
4