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
$488M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.23M
3
+$4.3M
4
HUBB icon
Hubbell
HUBB
+$3.6M
5
WMT icon
Walmart
WMT
+$2.93M

Top Sells

1
+$6.85M
2
+$5.01M
3
+$4.47M
4
DD
Du Pont De Nemours E I
DD
+$4.29M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$3.39M

Sector Composition

1 Financials 18.33%
2 Industrials 11.35%
3 Consumer Staples 9.97%
4 Healthcare 9.48%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$289K 0.06%
3,415
102
$279K 0.06%
1,550
103
$278K 0.06%
2,435
+50
104
$277K 0.06%
2,650
105
$274K 0.06%
9,825
+425
106
$274K 0.06%
3,500
107
$273K 0.06%
5,700
108
$272K 0.06%
8,250
-260
109
$271K 0.06%
+3,760
110
$269K 0.06%
8,791
111
$252K 0.05%
3,200
112
$227K 0.05%
5,225
113
$227K 0.05%
5,308
+10
114
$225K 0.05%
3,800
115
$219K 0.04%
8,000
116
$219K 0.04%
5,050
-136
117
$217K 0.04%
2,175
-300
118
$206K 0.04%
+3,895
119
$203K 0.04%
+6,820
120
$166K 0.03%
41,300
121
$132K 0.03%
28,900
122
$89K 0.02%
14,000
123
– –
-63,080
124
– –
-11,615
125
– –
-403,640
2 3 4
5
6