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
$549M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.6M
3
+$3.19M
4
TXN icon
Texas Instruments
TXN
+$2.07M
5
C icon
Citigroup
C
+$1.94M

Top Sells

1
+$5.8M
2
+$3M
3
+$2.44M
4
META icon
Meta Platforms (Facebook)
META
+$2.13M
5
BX icon
Blackstone
BX
+$2.1M

Sector Composition

1 Technology 14.84%
2 Financials 14.3%
3 Industrials 12.04%
4 Energy 10.54%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$837K 0.15%
6,619
+78
102
$836K 0.15%
10,700
-800
103
$785K 0.14%
18,296
+435
104
$730K 0.13%
28,559
+5,234
105
$719K 0.13%
5,357
-30
106
$707K 0.13%
4,187
-115
107
$678K 0.12%
15,464
+57
108
$672K 0.12%
7,682
-524
109
$600K 0.11%
10,359
-691
110
$598K 0.11%
2,010
111
$560K 0.1%
9,650
+4,142
112
$496K 0.09%
14,410
-1,740
113
$477K 0.09%
5,855
+80
114
$472K 0.09%
9,925
115
$453K 0.08%
6,160
+35
116
$441K 0.08%
5,644
-488
117
$440K 0.08%
2,123
-140
118
$402K 0.07%
7,875
-600
119
$387K 0.07%
1,775
-200
120
$381K 0.07%
1,350
-150
121
$376K 0.07%
8,000
122
$370K 0.07%
1,150
-100
123
$368K 0.07%
1,670
124
$363K 0.07%
8,375
-360
125
$363K 0.07%
4,500
3 4
5
6 7