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
$532M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.11M
3
+$1.99M
4
PYPL icon
PayPal
PYPL
+$1.59M
5
TMUS icon
T-Mobile US
TMUS
+$1.55M

Top Sells

1
+$5.79M
2
+$3.12M
3
+$3.01M
4
UNH icon
UnitedHealth
UNH
+$2.24M
5
FDX icon
FedEx
FDX
+$1.62M

Sector Composition

1 Financials 15.61%
2 Technology 14.24%
3 Healthcare 13.69%
4 Industrials 10.8%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$403K 0.08%
2,485
127
$393K 0.07%
4,500
128
$372K 0.07%
1,775
129
$368K 0.07%
1,625
130
$364K 0.07%
1,775
131
$362K 0.07%
1,770
+400
132
$343K 0.06%
4,100
133
$339K 0.06%
5,771
-500
134
$339K 0.06%
2,259
+262
135
$336K 0.06%
+834
136
$328K 0.06%
4,795
137
$326K 0.06%
2,028
138
$324K 0.06%
8,250
139
$323K 0.06%
+11,140
140
$322K 0.06%
11,150
141
$321K 0.06%
7,475
142
$309K 0.06%
+14,800
143
$298K 0.06%
+7,690
144
$297K 0.06%
7,400
145
$288K 0.05%
2,490
146
$276K 0.05%
147
-6
147
$274K 0.05%
+6,254
148
$266K 0.05%
8,025
149
$253K 0.05%
+4,120
150
$252K 0.05%
2,850
3 4 5
6
7