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
$520M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$5.28M
3
+$2.83M
4
CRM icon
Salesforce
CRM
+$2.52M
5
PG icon
Procter & Gamble
PG
+$2.42M

Top Sells

1
+$6.02M
2
+$4.61M
3
+$3.38M
4
IFF icon
International Flavors & Fragrances
IFF
+$2.14M
5
HSY icon
Hershey
HSY
+$1.83M

Sector Composition

1 Financials 15.53%
2 Healthcare 14.14%
3 Technology 14.09%
4 Industrials 11.11%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$915K 0.18%
3,238
-11,950
102
$804K 0.15%
13,700
-2,200
103
$802K 0.15%
10,109
104
$784K 0.15%
4,910
-50
105
$688K 0.13%
5,583
-186
106
$679K 0.13%
14,481
-229
107
$625K 0.12%
15,296
108
$591K 0.11%
10,595
+3,395
109
$528K 0.1%
1,985
110
$484K 0.09%
1,767
-150
111
$474K 0.09%
3,905
112
$457K 0.09%
5,255
113
$443K 0.09%
17,250
114
$431K 0.08%
10,690
-2,877
115
$419K 0.08%
2,505
116
$407K 0.08%
14,682
-16
117
$392K 0.08%
4,500
118
$375K 0.07%
2,852
119
$373K 0.07%
6,271
120
$372K 0.07%
1,775
121
$368K 0.07%
1,150
122
$361K 0.07%
4,620
123
$353K 0.07%
3,400
124
$348K 0.07%
1,350
125
$345K 0.07%
3,800
3 4
5
6 7