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
$551M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$2.37M
3
+$2.01M
4
ORCL icon
Oracle
ORCL
+$1.93M
5
ALX
Alexander's
ALX
+$871K

Top Sells

1
+$6.05M
2
+$4.06M
3
+$3.39M
4
KO icon
Coca-Cola
KO
+$2.71M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M

Sector Composition

1 Financials 16.21%
2 Healthcare 14.37%
3 Energy 11.98%
4 Industrials 9.27%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$823K 0.15%
9,373
+574
77
$821K 0.15%
12,356
-17
78
$765K 0.14%
23,816
-1,910
79
$723K 0.13%
4,819
+260
80
$685K 0.12%
19,170
+1,695
81
$650K 0.12%
11,540
+100
82
$638K 0.12%
5,636
-2,100
83
$622K 0.11%
2,145
-50
84
$619K 0.11%
6,945
-376
85
$554K 0.1%
2,360
-50
86
$531K 0.1%
12,442
+45
87
$508K 0.09%
4,770
+40
88
$498K 0.09%
4,768
+44
89
$452K 0.08%
4,385
-420
90
$448K 0.08%
9,240
+120
91
$429K 0.08%
3,324
-45
92
$402K 0.07%
5,548
93
$378K 0.07%
+10,802
94
$372K 0.07%
20,959
-1,160
95
$365K 0.07%
11,375
-669
96
$362K 0.07%
4,238
+409
97
$353K 0.06%
1,647
-375
98
$352K 0.06%
2,579
+29
99
$343K 0.06%
7,791
+769
100
$326K 0.06%
1,470
-197
2 3
4
5 6