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
$531M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.08M
3
+$4.07M
4
BAC icon
Bank of America
BAC
+$3.31M
5
PARA
Paramount Global Class B
PARA
+$2.95M

Top Sells

1
+$5.04M
2
+$3.19M
3
+$3.13M
4
INTU icon
Intuit
INTU
+$2.22M
5
LHX icon
L3Harris
LHX
+$2.21M

Sector Composition

1 Financials 15.17%
2 Technology 14.91%
3 Healthcare 12.89%
4 Industrials 11.16%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$401K 0.08%
9,096
127
$387K 0.07%
3,025
128
$384K 0.07%
1,670
129
$360K 0.07%
7,500
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130
$359K 0.07%
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-350
131
$356K 0.07%
2,352
-825
132
$356K 0.07%
10,240
-900
133
$341K 0.06%
16,130
134
$341K 0.06%
5,771
135
$337K 0.06%
9,064
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136
$334K 0.06%
2,700
-125
137
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1,285
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138
$323K 0.06%
735
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139
$320K 0.06%
6,254
140
$313K 0.06%
11,110
-40
141
$300K 0.06%
6,300
-900
142
$299K 0.06%
3,800
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143
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1,903
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144
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142
145
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1,500
146
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147
$277K 0.05%
7,425
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148
$276K 0.05%
4,560
149
$272K 0.05%
+3,300
150
$270K 0.05%
14,000
-800
3 4 5
6
7