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
$489M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.73M
3
+$1.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$581K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$330K

Top Sells

1
+$5.55M
2
+$4.99M
3
+$1.5M
4
GILD icon
Gilead Sciences
GILD
+$986K
5
CPN
Calpine Corporation
CPN
+$742K

Sector Composition

1 Financials 18.32%
2 Energy 14.02%
3 Industrials 10.97%
4 Healthcare 9.68%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$521K 0.11%
10,870
77
$519K 0.11%
4,411
+566
78
$488K 0.1%
3,665
+500
79
$481K 0.1%
4,620
80
$474K 0.1%
1,898
-452
81
$468K 0.1%
5,755
+1,065
82
$439K 0.09%
2,150
-100
83
$433K 0.09%
12,110
84
$418K 0.09%
6,070
+1,690
85
$408K 0.08%
12,350
86
$397K 0.08%
10,861
87
$386K 0.08%
2,075
88
$385K 0.08%
3,744
+329
89
$359K 0.07%
6,728
+259
90
$351K 0.07%
7,268
+1,905
91
$347K 0.07%
5,575
+1,465
92
$330K 0.07%
+8,340
93
$323K 0.07%
1,350
-150
94
$322K 0.07%
3,755
+650
95
$305K 0.06%
2,938
+38
96
$298K 0.06%
+3,955
97
$295K 0.06%
2,550
-500
98
$288K 0.06%
2,460
99
$282K 0.06%
3,550
+350
100
$270K 0.06%
4,317
+667
1 2 3
4
5