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
$562M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$5.83M
3
+$3.06M
4
NEM icon
Newmont
NEM
+$1.83M
5
SYY icon
Sysco
SYY
+$1.4M

Top Sells

1
+$4.68M
2
+$3.01M
3
+$1.49M
4
CCL icon
Carnival Corp
CCL
+$1.47M
5
ADBE icon
Adobe
ADBE
+$1.41M

Sector Composition

1 Technology 16.6%
2 Healthcare 13.64%
3 Financials 12.84%
4 Industrials 12.61%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.69M 0.48%
39,874
-1,022
77
$2.65M 0.47%
48,343
-2,195
78
$2.59M 0.46%
85,768
-11,624
79
$2.36M 0.42%
10,615
-2,838
80
$2.34M 0.42%
33,735
-950
81
$2.32M 0.41%
11,820
-302
82
$2.23M 0.4%
16,563
-285
83
$2.22M 0.39%
30,420
-3,280
84
$2.17M 0.39%
9,335
-77
85
$2.13M 0.38%
21,924
-741
86
$1.92M 0.34%
78,568
-2,474
87
$1.89M 0.34%
6,812
88
$1.87M 0.33%
27,745
-814
89
$1.86M 0.33%
94,094
-2,835
90
$1.83M 0.33%
+30,630
91
$1.76M 0.31%
4,717
-83
92
$1.45M 0.26%
31,555
-6,360
93
$1.43M 0.25%
2,000
-1,053
94
$1.38M 0.25%
15,080
-1,955
95
$1.37M 0.24%
6,087
-3,778
96
$1.29M 0.23%
31,405
-3,191
97
$1.25M 0.22%
28,135
-805
98
$1.21M 0.21%
5,621
99
$1.18M 0.21%
3,586
-25
100
$1.17M 0.21%
20,702
-13,865
2 3
4
5 6