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
$545M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.24M
3
+$8.17M
4
BNS icon
Scotiabank
BNS
+$7.42M
5
FDX icon
FedEx
FDX
+$6.24M

Top Sells

1
+$10.1M
2
+$8.88M
3
+$6.8M
4
BCR
CR Bard Inc.
BCR
+$5.57M
5
ABT icon
Abbott
ABT
+$4.75M

Sector Composition

1 Financials 15.28%
2 Technology 13.83%
3 Industrials 12.7%
4 Healthcare 10.55%
5 Energy 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$934K 0.17%
5,972
-594
102
$902K 0.17%
11,500
+350
103
$869K 0.16%
18,167
+515
104
$790K 0.15%
17,861
105
$746K 0.14%
6,541
-9,587
106
$712K 0.13%
8,206
-21,075
107
$692K 0.13%
4,302
-10,531
108
$669K 0.12%
15,407
-64,682
109
$611K 0.11%
5,387
-328
110
$574K 0.11%
11,050
-130,884
111
$558K 0.1%
6,258
-8,100
112
$544K 0.1%
16,150
+1,990
113
$540K 0.1%
2,010
-250
114
$486K 0.09%
6,132
+83
115
$476K 0.09%
9,925
116
$467K 0.09%
2,263
-8,800
117
$466K 0.09%
3,036
-200
118
$461K 0.08%
23,325
-834
119
$444K 0.08%
6,125
-17,745
120
$443K 0.08%
8,475
+624
121
$436K 0.08%
5,775
122
$422K 0.08%
8,735
+375
123
$421K 0.08%
1,670
+200
124
$415K 0.08%
2,558
+133
125
$379K 0.07%
8,000
-1,850
3 4
5
6 7