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
$549M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.42M
3
+$3.19M
4
TXN icon
Texas Instruments
TXN
+$2.03M
5
C icon
Citigroup
C
+$2M

Top Sells

1
+$5.8M
2
+$3.02M
3
+$2.44M
4
META icon
Meta Platforms (Facebook)
META
+$2.13M
5
BX icon
Blackstone
BX
+$2.08M

Sector Composition

1 Technology 14.84%
2 Financials 14.3%
3 Industrials 12.04%
4 Energy 10.54%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$362K 0.07%
2,555
-189
127
$361K 0.07%
7,800
-200
128
$347K 0.06%
1,778
-10
129
$340K 0.06%
2,558
130
$340K 0.06%
6,271
131
$328K 0.06%
10,203
-65,268
132
$324K 0.06%
8,895
-82,492
133
$323K 0.06%
1,192
+130
134
$317K 0.06%
+5,800
135
$307K 0.06%
8,700
136
$304K 0.06%
4,650
-100
137
$301K 0.05%
14,531
+1,321
138
$301K 0.05%
2,850
+300
139
$294K 0.05%
3,800
+800
140
$286K 0.05%
2,530
-72
141
$282K 0.05%
95
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142
$282K 0.05%
2,358
143
$281K 0.05%
4,750
-250
144
$276K 0.05%
2,400
-100
145
$276K 0.05%
2,760
+300
146
$276K 0.05%
4,100
-100
147
$273K 0.05%
+9,850
148
$271K 0.05%
2,650
+150
149
$271K 0.05%
7,250
+750
150
$269K 0.05%
7,750
+1,750
3 4 5
6
7