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
$476M
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$3.48M
3
+$3.22M
4
AXP icon
American Express
AXP
+$1.94M
5
ABT icon
Abbott
ABT
+$1.79M

Top Sells

1
+$8.35M
2
+$3.57M
3
+$2.66M
4
AMGN icon
Amgen
AMGN
+$2.05M
5
C icon
Citigroup
C
+$1.82M

Sector Composition

1 Financials 14.77%
2 Healthcare 14.05%
3 Technology 13.4%
4 Industrials 10.89%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.84M 0.39%
12,246
-15
77
$1.83M 0.38%
17,087
+4
78
$1.62M 0.34%
940
-11
79
$1.46M 0.31%
+11,149
80
$1.45M 0.31%
25,665
-8,063
81
$1.45M 0.31%
18,030
+650
82
$1.45M 0.3%
9,092
-11,263
83
$1.41M 0.3%
4,637
-261
84
$1.34M 0.28%
31,172
-3,439
85
$1.32M 0.28%
27,090
-1,300
86
$1.31M 0.28%
39,550
+2,250
87
$1.27M 0.27%
11,663
-76,824
88
$1.25M 0.26%
8,353
-485
89
$1.21M 0.25%
23,779
+123
90
$1.2M 0.25%
31,528
-1,460
91
$1.15M 0.24%
13,849
-489
92
$1.12M 0.23%
19,843
+811
93
$1.08M 0.23%
+14,590
94
$1.05M 0.22%
17,005
-445
95
$1.05M 0.22%
5,903
-44
96
$1.02M 0.21%
3,367
97
$936K 0.2%
17,400
-550
98
$926K 0.19%
6,755
-12,172
99
$823K 0.17%
15,900
-1,620
100
$737K 0.15%
10,109
-102
2 3
4
5 6