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
$639M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$6.67M
3
+$4.22M
4
META icon
Meta Platforms (Facebook)
META
+$3.67M
5
KMI icon
Kinder Morgan
KMI
+$3.32M

Top Sells

1
+$9.08M
2
+$8.6M
3
+$4.04M
4
WMT icon
Walmart
WMT
+$3.62M
5
BKNG icon
Booking.com
BKNG
+$3.41M

Sector Composition

1 Technology 17.55%
2 Financials 14.65%
3 Healthcare 11.9%
4 Industrials 11.78%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NKE icon
76
Nike
NKE
$100B
$3.14M 0.49%
20,352
-12,175
ATVI
77
DELISTED
Activision Blizzard
ATVI
$3.07M 0.48%
32,130
+430
ISRG icon
78
Intuitive Surgical
ISRG
$164B
$2.89M 0.45%
9,429
-2,478
IWM icon
79
iShares Russell 2000 ETF
IWM
$71.2B
$2.87M 0.45%
12,494
+196
BLK icon
80
Blackrock
BLK
$180B
$2.86M 0.45%
+3,269
VBK icon
81
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$2.81M 0.44%
9,708
-1,649
PYPL icon
82
PayPal
PYPL
$66.1B
$2.81M 0.44%
+9,623
NFLX icon
83
Netflix
NFLX
$526B
$2.76M 0.43%
5,222
+101
EFA icon
84
iShares MSCI EAFE ETF
EFA
$68.7B
$2.74M 0.43%
34,742
+2,906
VCIT icon
85
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.2B
$2.68M 0.42%
28,228
+1,587
MA icon
86
Mastercard
MA
$512B
$2.63M 0.41%
7,209
-2,030
PSA icon
87
Public Storage
PSA
$54.7B
$2.57M 0.4%
+8,546
AZO icon
88
AutoZone
AZO
$66.1B
$2.54M 0.4%
+1,704
TMUS icon
89
T-Mobile US
TMUS
$259B
$2.52M 0.39%
17,362
+521
TSLA icon
90
Tesla
TSLA
$1.49T
$2.47M 0.39%
10,890
+8,679
PH icon
91
Parker-Hannifin
PH
$93.6B
$2.4M 0.38%
7,816
+91
VWO icon
92
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$2.22M 0.35%
40,892
+13,474
SPY icon
93
SPDR S&P 500 ETF Trust
SPY
$667B
$2.07M 0.32%
4,833
+29
XOM icon
94
Exxon Mobil
XOM
$480B
$1.9M 0.3%
30,099
-1,306
IJH icon
95
iShares Core S&P Mid-Cap ETF
IJH
$100B
$1.87M 0.29%
34,855
+1,625
ALX
96
Alexander's
ALX
$1.21B
$1.77M 0.28%
6,614
-75
XLP icon
97
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
$1.68M 0.26%
24,066
-4,438
HUBB icon
98
Hubbell
HUBB
$22.9B
$1.61M 0.25%
8,627
-57
TTE icon
99
TotalEnergies
TTE
$132B
$1.5M 0.23%
33,121
+10,282
TU icon
100
Telus
TU
$23B
$1.45M 0.23%
64,704
-160
2 3
4
5 6