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
$551M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$2.37M
3
+$2.01M
4
ORCL icon
Oracle
ORCL
+$1.93M
5
ALX
Alexander's
ALX
+$871K

Top Sells

1
+$6.05M
2
+$4.06M
3
+$3.39M
4
KO icon
Coca-Cola
KO
+$2.71M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M

Sector Composition

1 Financials 16.21%
2 Healthcare 14.37%
3 Energy 11.98%
4 Industrials 9.27%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.06%
+2,658
102
$312K 0.06%
12,377
-1,936
103
$299K 0.05%
2,847
+65
104
$286K 0.05%
9,101
+292
105
$261K 0.05%
1,500
-500
106
$258K 0.05%
3,231
107
$258K 0.05%
2,358
108
$251K 0.05%
5,760
+440
109
$251K 0.05%
4,787
+163
110
$233K 0.04%
4,235
-61,672
111
$231K 0.04%
932
+45
112
$228K 0.04%
7,850
+1,000
113
$215K 0.04%
4,469
-575
114
$212K 0.04%
+2,901
115
$210K 0.04%
3,482
116
$205K 0.04%
4,861
-6,000
117
$204K 0.04%
+1,600
118
$114K 0.02%
3,708
119
– –
-8,000
120
– –
-1,820
121
– –
-5,225
122
– –
-27,883
123
– –
-14,000
124
– –
-2,510
125
– –
-2,000
2 3 4
5
6