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
$545M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.24M
3
+$8.17M
4
BNS icon
Scotiabank
BNS
+$7.42M
5
FDX icon
FedEx
FDX
+$6.24M

Top Sells

1
+$10.1M
2
+$8.88M
3
+$6.8M
4
BCR
CR Bard Inc.
BCR
+$5.57M
5
ABT icon
Abbott
ABT
+$4.75M

Sector Composition

1 Financials 15.28%
2 Technology 13.83%
3 Industrials 12.7%
4 Healthcare 10.55%
5 Energy 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.13M 0.39%
13,316
+125
77
$2.12M 0.39%
31,428
-1,771
78
$2.1M 0.39%
36,313
+300
79
$2.05M 0.38%
40,451
+1,544
80
$2M 0.37%
35,942
+1,700
81
$1.96M 0.36%
37,840
-200
82
$1.96M 0.36%
28,081
+1,460
83
$1.8M 0.33%
13,177
+3,100
84
$1.73M 0.32%
7,603
+200
85
$1.71M 0.31%
17,238
+199
86
$1.71M 0.31%
32,388
+430
87
$1.6M 0.29%
19,210
+5,001
88
$1.59M 0.29%
10,485
+1,495
89
$1.59M 0.29%
9,686
+877
90
$1.51M 0.28%
29,320
+860
91
$1.51M 0.28%
11,565
+3,525
92
$1.42M 0.26%
+8,290
93
$1.4M 0.26%
29,873
+1,831
94
$1.37M 0.25%
36,600
+7,430
95
$1.25M 0.23%
10,660
-250
96
$1.24M 0.23%
18,450
97
$1.2M 0.22%
3,517
98
$1.2M 0.22%
20,590
+1,505
99
$1.17M 0.21%
13,746
+624
100
$1.08M 0.2%
19,090
-325
2 3
4
5 6