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
$532M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.11M
3
+$1.99M
4
PYPL icon
PayPal
PYPL
+$1.59M
5
TMUS icon
T-Mobile US
TMUS
+$1.55M

Top Sells

1
+$5.79M
2
+$3.12M
3
+$3.01M
4
UNH icon
UnitedHealth
UNH
+$2.24M
5
FDX icon
FedEx
FDX
+$1.62M

Sector Composition

1 Financials 15.61%
2 Technology 14.24%
3 Healthcare 13.69%
4 Industrials 10.8%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.4%
13,661
-1,600
77
$2.11M 0.4%
+8,085
78
$2.06M 0.39%
19,895
-737
79
$2.05M 0.39%
112,607
-51,520
80
$2.03M 0.38%
34,249
-2,261
81
$1.85M 0.35%
4,998
+890
82
$1.82M 0.34%
20,682
-30
83
$1.75M 0.33%
27,515
-6,890
84
$1.67M 0.31%
43,010
+1,510
85
$1.59M 0.3%
+13,860
86
$1.55M 0.29%
+20,880
87
$1.52M 0.29%
27,610
-1,330
88
$1.51M 0.28%
26,011
+8
89
$1.45M 0.27%
21,303
+400
90
$1.41M 0.27%
33,233
-1,083
91
$1.3M 0.24%
24,883
-460
92
$1.22M 0.23%
5,861
-32
93
$1.18M 0.22%
13,130
-339
94
$1.15M 0.22%
20,034
+550
95
$1.13M 0.21%
9,053
+3,470
96
$1.11M 0.21%
22,463
+415
97
$1.09M 0.2%
12,745
-150
98
$1.08M 0.2%
3,688
+450
99
$1.07M 0.2%
8,122
-748
100
$1.02M 0.19%
2,892
-775
2 3
4
5 6