GIA

Granite Investment Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 31.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.33%
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
+$2.58M
3
+$2.34M
4
ORCL icon
Oracle
ORCL
+$1.72M
5
VNO icon
Vornado Realty Trust
VNO
+$1.06M

Top Sells

1
+$6.05M
2
+$3.74M
3
+$3.52M
4
KO icon
Coca-Cola
KO
+$2.65M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.38M

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
– –
-14,000
127
– –
-2,510
2 3 4 5
6