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
$598M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$6.2M
3
+$6.01M
4
PWR icon
Quanta Services
PWR
+$4.06M
5
LIN icon
Linde
LIN
+$3.48M

Top Sells

1
+$8.33M
2
+$4.49M
3
+$3.99M
4
APD icon
Air Products & Chemicals
APD
+$3.24M
5
LMT icon
Lockheed Martin
LMT
+$2.97M

Sector Composition

1 Technology 16.6%
2 Financials 13.89%
3 Healthcare 12.94%
4 Industrials 12.62%
5 Consumer Discretionary 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.19%
9,822
-450
102
$1.08M 0.18%
20,822
+300
103
$1.06M 0.18%
22,839
-960
104
$1.05M 0.18%
10,120
105
$981K 0.16%
13,702
-7,000
106
$912K 0.15%
5,702
107
$879K 0.15%
10,774
-1,800
108
$868K 0.15%
6,809
+26
109
$841K 0.14%
18,519
-75
110
$817K 0.14%
7,794
+230
111
$802K 0.13%
20,446
-2,640
112
$784K 0.13%
1,870
-25
113
$782K 0.13%
13,446
114
$690K 0.12%
3,663
-25
115
$658K 0.11%
2,985
116
$656K 0.11%
13,375
-2,129
117
$630K 0.11%
6,855
118
$629K 0.11%
1,703
-8,052
119
$627K 0.1%
6,822
-873
120
$564K 0.09%
16,550
-4,900
121
$535K 0.09%
7,113
122
$492K 0.08%
2,211
-1,038
123
$472K 0.08%
2,284
-23
124
$468K 0.08%
785
125
$464K 0.08%
1,420
3 4
5
6 7