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
$512M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$2.15M
3
+$2.11M
4
UPS icon
United Parcel Service
UPS
+$2.08M
5
NEE icon
NextEra Energy
NEE
+$1.98M

Top Sells

1
+$6.64M
2
+$3.54M
3
+$2.77M
4
SYK icon
Stryker
SYK
+$2.57M
5
BA icon
Boeing
BA
+$2.48M

Sector Composition

1 Technology 17.73%
2 Healthcare 14.78%
3 Financials 12.2%
4 Industrials 11.7%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.38M 0.47%
9,865
-1,837
77
$2.35M 0.46%
27,362
-6,494
78
$2.32M 0.45%
3,053
+272
79
$2.3M 0.45%
33,132
+28,572
80
$2.29M 0.45%
97,392
-3,089
81
$2.17M 0.42%
22,665
+8,609
82
$2.15M 0.42%
33,700
+128
83
$2.11M 0.41%
+34,685
84
$2.06M 0.4%
66,381
-493
85
$1.93M 0.38%
+16,848
86
$1.83M 0.36%
28,559
-71
87
$1.83M 0.36%
+81,042
88
$1.82M 0.35%
12,122
+100
89
$1.71M 0.33%
96,929
-4,214
90
$1.67M 0.33%
6,812
-60
91
$1.61M 0.31%
4,800
+1,155
92
$1.56M 0.3%
17,035
-5,020
93
$1.5M 0.29%
+34,567
94
$1.47M 0.29%
96,815
-2,670
95
$1.41M 0.27%
37,915
-580
96
$1.3M 0.25%
3,611
+474
97
$1.23M 0.24%
5,621
-12,621
98
$1.19M 0.23%
34,596
-175
99
$1.16M 0.23%
22,092
+27
100
$1.13M 0.22%
+21,884
2 3
4
5 6