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
$488M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.23M
3
+$4.3M
4
HUBB icon
Hubbell
HUBB
+$3.6M
5
WMT icon
Walmart
WMT
+$2.93M

Top Sells

1
+$6.85M
2
+$5.01M
3
+$4.47M
4
DD
Du Pont De Nemours E I
DD
+$4.29M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$3.39M

Sector Composition

1 Financials 18.33%
2 Industrials 11.35%
3 Consumer Staples 9.97%
4 Healthcare 9.48%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$761K 0.16%
28,030
77
$619K 0.13%
2,850
-200
78
$615K 0.13%
10,480
79
$615K 0.13%
7,750
80
$551K 0.11%
3,700
-850
81
$493K 0.1%
4,375
+15
82
$491K 0.1%
2,750
83
$473K 0.1%
4,500
84
$452K 0.09%
+6,482
85
$448K 0.09%
9,701
86
$443K 0.09%
2,172
+850
87
$431K 0.09%
4,795
+100
88
$399K 0.08%
10,861
89
$394K 0.08%
5,912
-64,307
90
$387K 0.08%
3,185
+10
91
$367K 0.08%
7,355
+880
92
$365K 0.07%
3,050
93
$350K 0.07%
10,690
+160
94
$348K 0.07%
7,175
+420
95
$341K 0.07%
7,986
-3,455
96
$337K 0.07%
1,100
97
$311K 0.06%
3,695
+795
98
$298K 0.06%
1,834
99
$293K 0.06%
2,000
100
$293K 0.06%
3,755
+210
2 3
4
5 6