GIA
Granite Investment Advisors Portfolio holdings
AUM
$618M
This Quarter Return
-18.7%
1 Year Return
+31.32%
3 Year Return
+55.57%
5 Year Return
+99.48%
10 Year Return
–
AUM
$402M
AUM Growth
+$402M
(-24%)
Cap. Flow
-$19.4M
Cap. Flow
% of AUM
-4.82%
Top 10 Holdings %
Top 10 Hldgs %
26.63%
Holding
174
New
8
Increased
45
Reduced
79
Closed
31
Top Buys
| 1 |
Merck
MRK
|
$5.34M |
| 2 |
Walt Disney
DIS
|
$5.14M |
| 3 |
W.W. Grainger
GWW
|
$3.98M |
| 4 |
Lowe's Companies
LOW
|
$3.62M |
| 5 |
Dover
DOV
|
$3.56M |
Top Sells
| 1 |
RTX Corp
RTX
|
$5.68M |
| 2 |
Bank of New York Mellon
BK
|
$4.59M |
| 3 |
Walmart
WMT
|
$4.35M |
| 4 |
Tenaris
TS
|
$3.56M |
| 5 |
PARA
Paramount Global Class B
PARA
|
$2.95M |
Sector Composition
| 1 | Technology | 16.92% |
| 2 | Healthcare | 16.53% |
| 3 | Financials | 13.94% |
| 4 | Industrials | 10.16% |
| 5 | Consumer Discretionary | 9.42% |
