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
$568M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.12M
3
+$3.03M
4
CSCO icon
Cisco
CSCO
+$2.86M
5
MA icon
Mastercard
MA
+$2.84M

Top Sells

1
+$8.99M
2
+$6.33M
3
+$4.47M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.21M
5
ABT icon
Abbott
ABT
+$4.16M

Sector Composition

1 Financials 16.11%
2 Healthcare 12.58%
3 Technology 11.88%
4 Energy 10.55%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.36M 0.24%
+11,208
102
$1.33M 0.23%
+10,910
103
$1.29M 0.23%
28,042
+14,399
104
$1.22M 0.21%
3,517
+125
105
$1.15M 0.2%
13,122
+2,294
106
$1.13M 0.2%
6,566
+214
107
$1.13M 0.2%
19,085
+6,400
108
$1.11M 0.19%
29,170
+8,800
109
$1.1M 0.19%
+8,040
110
$1.09M 0.19%
19,415
-22,875
111
$1.02M 0.18%
+14,209
112
$934K 0.16%
17,652
+7,194
113
$884K 0.16%
+11,150
114
$801K 0.14%
17,861
+13,000
115
$670K 0.12%
5,715
+1,330
116
$561K 0.1%
2,260
117
$556K 0.1%
6,049
-946
118
$545K 0.1%
5,636
119
$531K 0.09%
24,159
+3,200
120
$495K 0.09%
3,236
121
$487K 0.09%
14,160
+5,323
122
$483K 0.09%
+9,925
123
$479K 0.08%
+5,775
124
$465K 0.08%
+9,850
125
$438K 0.08%
8,305
+3,521
3 4
5
6 7