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
$510M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.73M
3
+$2.7M
4
AMT icon
American Tower
AMT
+$2.61M
5
RTN
Raytheon Company
RTN
+$2.58M

Top Sells

1
+$3.97M
2
+$3.58M
3
+$2.7M
4
STZ icon
Constellation Brands
STZ
+$2.69M
5
TJX icon
TJX Companies
TJX
+$2.64M

Sector Composition

1 Financials 14.73%
2 Technology 14.3%
3 Healthcare 12.68%
4 Industrials 11.39%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$372K 0.07%
2,435
-50
127
$369K 0.07%
4,120
-500
128
$366K 0.07%
1,775
129
$365K 0.07%
2,414
+155
130
$358K 0.07%
5,771
131
$352K 0.07%
2,825
-575
132
$346K 0.07%
1,670
-100
133
$345K 0.07%
+1,375
134
$340K 0.07%
1,625
135
$340K 0.07%
3,090
-50
136
$338K 0.07%
7,690
137
$333K 0.07%
8,000
-250
138
$332K 0.07%
+16,130
139
$330K 0.06%
790
-360
140
$326K 0.06%
4,100
141
$319K 0.06%
11,150
142
$314K 0.06%
9,224
-1,097
143
$312K 0.06%
11,140
144
$302K 0.06%
4,795
145
$301K 0.06%
7,200
-200
146
$300K 0.06%
8,025
147
$290K 0.06%
2,028
148
$285K 0.06%
+1,575
149
$282K 0.06%
14,800
150
$279K 0.05%
142
-5
3 4 5
6
7