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
$551M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$2.37M
3
+$2.01M
4
ORCL icon
Oracle
ORCL
+$1.93M
5
ALX
Alexander's
ALX
+$871K

Top Sells

1
+$6.05M
2
+$4.06M
3
+$3.39M
4
KO icon
Coca-Cola
KO
+$2.71M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M

Sector Composition

1 Financials 16.21%
2 Healthcare 14.37%
3 Energy 11.98%
4 Industrials 9.27%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,550
127
– –
-43,633
128
– –
-297,112
2 3 4 5
6