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
$512M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$2.15M
3
+$2.11M
4
UPS icon
United Parcel Service
UPS
+$2.08M
5
NEE icon
NextEra Energy
NEE
+$1.98M

Top Sells

1
+$6.64M
2
+$3.54M
3
+$2.77M
4
SYK icon
Stryker
SYK
+$2.57M
5
BA icon
Boeing
BA
+$2.48M

Sector Composition

1 Technology 17.73%
2 Healthcare 14.78%
3 Financials 12.2%
4 Industrials 11.7%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.05M 0.21%
10,880
-281
102
$1.05M 0.21%
28,940
-975
103
$1.04M 0.2%
24,112
+404
104
$980K 0.19%
16,474
+1,650
105
$887K 0.17%
2,617
106
$872K 0.17%
56,020
-1,054
107
$843K 0.16%
24,574
-913
108
$817K 0.16%
11,120
109
$814K 0.16%
20,672
-14,777
110
$798K 0.16%
6,862
-269
111
$784K 0.15%
1,895
-20
112
$783K 0.15%
9,811
+206
113
$720K 0.14%
5,380
+601
114
$720K 0.14%
11,915
-470
115
$696K 0.14%
10,934
+4,191
116
$693K 0.14%
27,516
-1,560
117
$656K 0.13%
18,000
118
$627K 0.12%
18,594
119
$588K 0.11%
2,985
+630
120
$541K 0.11%
6,855
121
$514K 0.1%
3,688
-950
122
$481K 0.09%
2,195
123
$478K 0.09%
3,345
124
$464K 0.09%
10,240
125
$415K 0.08%
7,113
3 4
5
6 7