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
$572M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$8.54M
3
+$8.44M
4
GILD icon
Gilead Sciences
GILD
+$8.29M
5
GIS icon
General Mills
GIS
+$8.09M

Top Sells

1
+$8.74M
2
+$4.36M
3
+$1.87M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.02M
5
BA icon
Boeing
BA
+$968K

Sector Composition

1 Financials 20.75%
2 Energy 10.7%
3 Healthcare 10.03%
4 Industrials 8.97%
5 Technology 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$295K 0.05%
3,855
+210
102
$293K 0.05%
1,422
-200
103
$282K 0.05%
1,834
104
$280K 0.05%
8,791
105
$276K 0.05%
2,850
-750
106
$276K 0.05%
2,385
-500
107
$274K 0.05%
3,415
108
$267K 0.05%
8,900
+400
109
$255K 0.04%
3,800
110
$255K 0.04%
6,440
111
$255K 0.04%
3,200
112
$249K 0.04%
5,225
113
$249K 0.04%
2,000
114
$229K 0.04%
+2,400
115
$222K 0.04%
8,000
116
$212K 0.04%
+5,360
117
$207K 0.04%
+2,430
118
$184K 0.03%
41,300
119
$143K 0.03%
28,900
120
$106K 0.02%
14,000
121
– –
-7,298
122
– –
-545,964
1 2 3 4
5