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
$570M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.14M
3
+$1.64M
4
HD icon
Home Depot
HD
+$1.58M
5
BDX icon
Becton Dickinson
BDX
+$1.51M

Top Sells

1
+$2.24M
2
+$2.15M
3
+$1.67M
4
BA icon
Boeing
BA
+$1.13M
5
ABT icon
Abbott
ABT
+$936K

Sector Composition

1 Technology 15.26%
2 Financials 14.09%
3 Industrials 12.69%
4 Healthcare 11.73%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$774K 0.14%
5,140
-217
102
$742K 0.13%
28,459
-100
103
$725K 0.13%
5,931
-688
104
$710K 0.12%
7,371
-311
105
$705K 0.12%
16,296
-2,000
106
$691K 0.12%
10,211
-148
107
$688K 0.12%
14,886
-578
108
$680K 0.12%
2,010
109
$580K 0.1%
13,883
-527
110
$575K 0.1%
9,930
+280
111
$480K 0.08%
1,967
-156
112
$473K 0.08%
5,684
+40
113
$472K 0.08%
5,855
114
$461K 0.08%
6,158
-2
115
$443K 0.08%
1,775
116
$416K 0.07%
2,555
117
$402K 0.07%
3,097
-17,293
118
$398K 0.07%
1,350
119
$387K 0.07%
7,875
120
$386K 0.07%
7,800
121
$374K 0.07%
1,670
122
$368K 0.06%
1,150
123
$363K 0.06%
1,247
+55
124
$360K 0.06%
4,500
125
$359K 0.06%
2,458
-100
3 4
5
6 7