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
$570M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.14M
3
+$1.64M
4
HD icon
Home Depot
HD
+$1.58M
5
BDX icon
Becton Dickinson
BDX
+$1.51M

Top Sells

1
+$2.24M
2
+$2.15M
3
+$1.67M
4
BA icon
Boeing
BA
+$1.13M
5
ABT icon
Abbott
ABT
+$936K

Sector Composition

1 Technology 15.26%
2 Financials 14.09%
3 Industrials 12.69%
4 Healthcare 11.73%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$350K 0.06%
+3,145
127
$346K 0.06%
4,650
128
$344K 0.06%
3,800
129
$334K 0.06%
7,775
-600
130
$331K 0.06%
6,271
131
$328K 0.06%
14,531
132
$327K 0.06%
4,100
133
$317K 0.06%
2,400
134
$316K 0.06%
5,800
135
$314K 0.06%
1,775
136
$306K 0.05%
2,358
137
$302K 0.05%
2,625
-8,035
138
$287K 0.05%
3,747
+165
139
$287K 0.05%
2,850
140
$287K 0.05%
2,650
141
$283K 0.05%
1,890
142
$280K 0.05%
2,530
143
$272K 0.05%
8,420
-475
144
$271K 0.05%
8,700
145
$266K 0.05%
987
146
$265K 0.05%
7,250
147
$256K 0.04%
2,711
-18
148
$254K 0.04%
4,750
149
$251K 0.04%
6,657
150
$237K 0.04%
8,250
-1,600
3 4 5
6
7