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
$476M
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$3.48M
3
+$3.22M
4
AXP icon
American Express
AXP
+$1.94M
5
ABT icon
Abbott
ABT
+$1.79M

Top Sells

1
+$8.35M
2
+$3.57M
3
+$2.66M
4
AMGN icon
Amgen
AMGN
+$2.05M
5
C icon
Citigroup
C
+$1.82M

Sector Composition

1 Financials 14.77%
2 Healthcare 14.05%
3 Technology 13.4%
4 Industrials 10.89%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$715K 0.15%
+17,310
102
$697K 0.15%
14,710
-176
103
$674K 0.14%
7,371
104
$650K 0.14%
4,960
-180
105
$628K 0.13%
5,769
-162
106
$615K 0.13%
16,960
-28,089
107
$569K 0.12%
1,985
-25
108
$567K 0.12%
15,296
-1,000
109
$562K 0.12%
13,567
-316
110
$513K 0.11%
5,586
-98
111
$441K 0.09%
5,859
-299
112
$429K 0.09%
1,917
-50
113
$411K 0.09%
+17,250
114
$392K 0.08%
5,255
-600
115
$391K 0.08%
7,200
+1,400
116
$390K 0.08%
3,905
+760
117
$378K 0.08%
9,000
+1,200
118
$372K 0.08%
1,910
-10,540
119
$371K 0.08%
7,349
-2,581
120
$346K 0.07%
2,505
-50
121
$340K 0.07%
4,620
-30
122
$337K 0.07%
4,500
123
$335K 0.07%
1,350
124
$327K 0.07%
3,400
+1,000
125
$326K 0.07%
1,150
3 4
5
6 7