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
$549M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.6M
3
+$3.19M
4
TXN icon
Texas Instruments
TXN
+$2.07M
5
C icon
Citigroup
C
+$1.94M

Top Sells

1
+$5.8M
2
+$3M
3
+$2.44M
4
META icon
Meta Platforms (Facebook)
META
+$2.13M
5
BX icon
Blackstone
BX
+$2.1M

Sector Composition

1 Technology 14.84%
2 Financials 14.3%
3 Industrials 12.04%
4 Energy 10.54%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.07M 0.38%
+18,800
77
$2.01M 0.37%
40,169
-282
78
$1.96M 0.36%
34,640
-3,200
79
$1.94M 0.35%
22,800
+3,590
80
$1.94M 0.35%
957
-158
81
$1.87M 0.34%
4,898
-1,250
82
$1.74M 0.32%
35,653
-660
83
$1.7M 0.31%
13,678
+501
84
$1.67M 0.3%
36,069
+127
85
$1.67M 0.3%
7,613
+10
86
$1.62M 0.3%
11,940
+375
87
$1.62M 0.3%
17,403
+165
88
$1.55M 0.28%
27,580
+6,990
89
$1.41M 0.26%
36,175
-425
90
$1.41M 0.26%
9,018
+728
91
$1.36M 0.25%
32,173
+2,300
92
$1.34M 0.24%
26,018
-6,370
93
$1.29M 0.24%
17,450
-1,000
94
$1.22M 0.22%
10,660
95
$1.2M 0.22%
3,367
-150
96
$1.14M 0.21%
13,666
-80
97
$1.04M 0.19%
18,685
-405
98
$1M 0.18%
17,940
-11,380
99
$993K 0.18%
19,732
+1,565
100
$939K 0.17%
5,993
+21
2 3
4
5 6