GIA
Granite Investment Advisors Portfolio holdings
AUM
$618M
This Quarter Return
+7.46%
1 Year Return
+31.32%
3 Year Return
+55.57%
5 Year Return
+99.48%
10 Year Return
–
AUM
$570M
AUM Growth
+$570M
(+3.8%)
Cap. Flow
-$12.7M
Cap. Flow
% of AUM
-2.22%
Top 10 Holdings %
Top 10 Hldgs %
27.47%
Holding
169
New
5
Increased
29
Reduced
90
Closed
9
Top Buys
| 1 |
Nike
NKE
|
$2.16M |
| 2 |
FedEx
FDX
|
$2.14M |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$1.64M |
| 4 |
Home Depot
HD
|
$1.58M |
| 5 |
Becton Dickinson
BDX
|
$1.51M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$2.24M |
| 2 |
Scotiabank
BNS
|
$2.15M |
| 3 |
Applied Materials
AMAT
|
$1.67M |
| 4 |
Boeing
BA
|
$1.13M |
| 5 |
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% |
