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
$545M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.24M
3
+$8.17M
4
BNS icon
Scotiabank
BNS
+$7.42M
5
FDX icon
FedEx
FDX
+$6.24M

Top Sells

1
+$10.1M
2
+$8.88M
3
+$6.8M
4
BCR
CR Bard Inc.
BCR
+$5.57M
5
ABT icon
Abbott
ABT
+$4.75M

Sector Composition

1 Financials 15.28%
2 Technology 13.83%
3 Industrials 12.7%
4 Healthcare 10.55%
5 Energy 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$378K 0.07%
1,975
+50
127
$369K 0.07%
2,744
128
$350K 0.06%
1,500
129
$341K 0.06%
1,250
130
$341K 0.06%
8,000
131
$340K 0.06%
+4,500
132
$326K 0.06%
4,750
133
$323K 0.06%
4,200
134
$319K 0.06%
1,788
+150
135
$318K 0.06%
5,000
136
$315K 0.06%
6,271
137
$314K 0.06%
5,508
+387
138
$314K 0.06%
4,555
-179
139
$294K 0.05%
2,602
-135
140
$280K 0.05%
100
141
$279K 0.05%
1,062
+110
142
$274K 0.05%
2,500
143
$274K 0.05%
2,358
144
$271K 0.05%
1,838
+266
145
$271K 0.05%
13,210
146
$266K 0.05%
2,500
147
$264K 0.05%
2,658
+250
148
$264K 0.05%
+8,700
149
$263K 0.05%
6,500
150
$260K 0.05%
+1,203
4 5
6
7 8