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
$520M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$5.28M
3
+$2.83M
4
CRM icon
Salesforce
CRM
+$2.52M
5
PG icon
Procter & Gamble
PG
+$2.42M

Top Sells

1
+$6.02M
2
+$4.61M
3
+$3.38M
4
IFF icon
International Flavors & Fragrances
IFF
+$2.14M
5
HSY icon
Hershey
HSY
+$1.83M

Sector Composition

1 Financials 15.53%
2 Healthcare 14.14%
3 Technology 14.09%
4 Industrials 11.11%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.29M 0.44%
13,086
+1,605
77
$2.27M 0.44%
68,810
-4,024
78
$2.09M 0.4%
11,644
-602
79
$2.05M 0.39%
12,299
+1,150
80
$2.01M 0.39%
+7,526
81
$1.74M 0.33%
+9,150
82
$1.74M 0.33%
+20,712
83
$1.57M 0.3%
41,500
+1,950
84
$1.55M 0.3%
28,940
+1,850
85
$1.54M 0.3%
4,108
-529
86
$1.47M 0.28%
27,738
-6,319
87
$1.46M 0.28%
26,003
+2,224
88
$1.46M 0.28%
34,316
+2,788
89
$1.39M 0.27%
7,981
-1,111
90
$1.27M 0.24%
3,667
+300
91
$1.26M 0.24%
25,343
+8,383
92
$1.23M 0.24%
6,755
93
$1.2M 0.23%
8,870
-2,793
94
$1.17M 0.23%
13,469
-380
95
$1.15M 0.22%
19,484
-359
96
$1.12M 0.22%
5,893
-10
97
$1.11M 0.21%
16,456
-549
98
$1.03M 0.2%
22,048
+4,738
99
$1.02M 0.2%
12,895
-1,695
100
$990K 0.19%
16,980
-420
2 3
4
5 6