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
$520M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$5.28M
3
+$2.83M
4
CRM icon
Salesforce
CRM
+$2.52M
5
PG icon
Procter & Gamble
PG
+$2.42M

Top Sells

1
+$6.02M
2
+$4.61M
3
+$3.38M
4
IFF icon
International Flavors & Fragrances
IFF
+$2.14M
5
HSY icon
Hershey
HSY
+$1.83M

Sector Composition

1 Financials 15.53%
2 Healthcare 14.14%
3 Technology 14.09%
4 Industrials 11.11%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$330K 0.06%
23,184
+1,500
127
$328K 0.06%
4,795
128
$324K 0.06%
1,775
129
$324K 0.06%
11,150
+1,900
130
$324K 0.06%
8,250
131
$324K 0.06%
4,100
132
$321K 0.06%
7,475
133
$316K 0.06%
7,400
134
$315K 0.06%
+2,485
135
$308K 0.06%
2,028
136
$307K 0.06%
+1,625
137
$299K 0.06%
2,650
138
$295K 0.06%
+2,280
139
$289K 0.06%
2,691
-276
140
$289K 0.06%
1,997
+107
141
$282K 0.05%
2,490
-10
142
$269K 0.05%
8,025
143
$267K 0.05%
153
-787
144
$263K 0.05%
1,370
145
$259K 0.05%
2,850
146
$257K 0.05%
2,053
-305
147
$255K 0.05%
3,700
148
$242K 0.05%
3,532
-100
149
$222K 0.04%
2,753
150
$220K 0.04%
+4,560
3 4 5
6
7