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
$570M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.14M
3
+$1.64M
4
HD icon
Home Depot
HD
+$1.58M
5
BDX icon
Becton Dickinson
BDX
+$1.51M

Top Sells

1
+$2.24M
2
+$2.15M
3
+$1.67M
4
BA icon
Boeing
BA
+$1.13M
5
ABT icon
Abbott
ABT
+$936K

Sector Composition

1 Technology 15.26%
2 Financials 14.09%
3 Industrials 12.69%
4 Healthcare 11.73%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.16M 0.38%
+25,479
77
$2.15M 0.38%
35,580
+940
78
$2.08M 0.37%
22,703
-97
79
$2.01M 0.35%
18,715
-85
80
$1.99M 0.35%
34,986
-667
81
$1.95M 0.34%
9,406
+7,628
82
$1.89M 0.33%
951
-6
83
$1.86M 0.33%
13,379
-299
84
$1.78M 0.31%
11,718
-222
85
$1.74M 0.31%
17,083
-320
86
$1.68M 0.3%
4,898
87
$1.63M 0.29%
8,838
-180
88
$1.62M 0.28%
7,496
-117
89
$1.61M 0.28%
34,611
-5,558
90
$1.6M 0.28%
28,390
+810
91
$1.5M 0.26%
37,300
+1,125
92
$1.35M 0.24%
32,988
+815
93
$1.28M 0.22%
23,656
-2,362
94
$1.27M 0.22%
17,450
95
$1.24M 0.22%
3,367
96
$1.2M 0.21%
14,338
+672
97
$1.04M 0.18%
17,520
-420
98
$1.02M 0.18%
19,032
-700
99
$997K 0.18%
17,950
-735
100
$995K 0.17%
5,947
-46
2 3
4
5 6