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
$531M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.08M
3
+$4.07M
4
BAC icon
Bank of America
BAC
+$3.31M
5
PARA
Paramount Global Class B
PARA
+$2.95M

Top Sells

1
+$5.04M
2
+$3.19M
3
+$3.13M
4
INTU icon
Intuit
INTU
+$2.22M
5
LHX icon
L3Harris
LHX
+$2.21M

Sector Composition

1 Financials 15.17%
2 Technology 14.91%
3 Healthcare 12.89%
4 Industrials 11.16%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.3M 0.43%
17,350
-5,118
77
$2.27M 0.43%
24,815
+7,085
78
$2.24M 0.42%
38,665
-76
79
$2.19M 0.41%
112,836
-35,330
80
$2.04M 0.38%
12,326
+70
81
$2.01M 0.38%
34,098
-8,892
82
$1.91M 0.36%
+324,320
83
$1.9M 0.36%
35,488
+225
84
$1.84M 0.35%
267,681
-39,401
85
$1.82M 0.34%
15,510
-3,510
86
$1.76M 0.33%
42,785
+225
87
$1.74M 0.33%
22,220
-2,775
88
$1.69M 0.32%
83,411
-25,960
89
$1.67M 0.31%
26,483
+22
90
$1.65M 0.31%
4,998
91
$1.58M 0.3%
28,659
-14,555
92
$1.43M 0.27%
27,172
-4,644
93
$1.36M 0.26%
23,217
+37
94
$1.32M 0.25%
3,392
-8,179
95
$1.26M 0.24%
42,142
+2,642
96
$1.19M 0.22%
26,831
+246
97
$1.19M 0.22%
13,040
+35
98
$1.1M 0.21%
11,635
-8,115
99
$1.07M 0.2%
3,325
-338
100
$1.02M 0.19%
12,007
-350
2 3
4
5 6