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
$532M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.11M
3
+$1.99M
4
PYPL icon
PayPal
PYPL
+$1.59M
5
TMUS icon
T-Mobile US
TMUS
+$1.55M

Top Sells

1
+$5.79M
2
+$3.12M
3
+$3.01M
4
UNH icon
UnitedHealth
UNH
+$2.24M
5
FDX icon
FedEx
FDX
+$1.62M

Sector Composition

1 Financials 15.61%
2 Technology 14.24%
3 Healthcare 13.69%
4 Industrials 10.8%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$984K 0.19%
16,200
-780
102
$965K 0.18%
6,658
-1,323
103
$879K 0.17%
13,707
-2,749
104
$821K 0.15%
10,266
+157
105
$812K 0.15%
4,910
106
$737K 0.14%
14,481
107
$735K 0.14%
13,600
-100
108
$721K 0.14%
4,255
-2,500
109
$687K 0.13%
+7,500
110
$679K 0.13%
11,845
+1,250
111
$638K 0.12%
15,296
112
$527K 0.1%
1,985
113
$519K 0.1%
1,767
114
$497K 0.09%
+13,500
115
$476K 0.09%
17,250
116
$475K 0.09%
3,905
117
$459K 0.09%
5,255
118
$434K 0.08%
3,400
119
$428K 0.08%
3,140
+860
120
$424K 0.08%
10,321
-369
121
$424K 0.08%
7,254
-87
122
$420K 0.08%
3,800
123
$415K 0.08%
1,150
124
$407K 0.08%
2,405
-100
125
$405K 0.08%
4,620
3 4
5
6 7