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
$476M
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$3.48M
3
+$3.22M
4
AXP icon
American Express
AXP
+$1.94M
5
ABT icon
Abbott
ABT
+$1.79M

Top Sells

1
+$8.35M
2
+$3.57M
3
+$2.66M
4
AMGN icon
Amgen
AMGN
+$2.05M
5
C icon
Citigroup
C
+$1.82M

Sector Composition

1 Financials 14.77%
2 Healthcare 14.05%
3 Technology 13.4%
4 Industrials 10.89%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$326K 0.07%
6,271
127
$320K 0.07%
2,967
-130
128
$310K 0.07%
2,852
+1,281
129
$310K 0.07%
21,684
-6,775
130
$307K 0.06%
7,400
-475
131
$303K 0.06%
3,800
132
$292K 0.06%
7,475
-300
133
$284K 0.06%
+4,795
134
$283K 0.06%
1,775
135
$275K 0.06%
2,911
-15,804
136
$274K 0.06%
2,500
-30
137
$274K 0.06%
4,100
138
$263K 0.06%
2,358
139
$262K 0.06%
14,531
140
$259K 0.05%
+2,028
141
$254K 0.05%
2,753
+42
142
$254K 0.05%
+1,775
143
$241K 0.05%
8,250
+1,000
144
$241K 0.05%
1,890
145
$238K 0.05%
2,650
146
$229K 0.05%
1,370
-300
147
$227K 0.05%
9,250
+1,000
148
$227K 0.05%
+8,025
149
$217K 0.05%
3,632
-115
150
$207K 0.04%
3,700
-100
3 4 5
6
7