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
$402M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5.14M
3
+$3.98M
4
LOW icon
Lowe's Companies
LOW
+$3.62M
5
DOV icon
Dover
DOV
+$3.56M

Top Sells

1
+$5.68M
2
+$4.59M
3
+$4.35M
4
TS icon
Tenaris
TS
+$3.56M
5
PARA
Paramount Global Class B
PARA
+$2.95M

Sector Composition

1 Technology 16.92%
2 Healthcare 16.53%
3 Financials 13.94%
4 Industrials 10.16%
5 Consumer Discretionary 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$287K 0.07%
8,596
-500
127
$274K 0.07%
4,560
128
$271K 0.07%
8,766
-298
129
$251K 0.06%
580
-155
130
$250K 0.06%
1,075
-550
131
$245K 0.06%
3,000
-770
132
$230K 0.06%
2,500
-1,000
133
$226K 0.06%
1,230
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134
$225K 0.06%
16,130
135
$220K 0.05%
1,420
-250
136
$212K 0.05%
6,300
137
$209K 0.05%
6,125
+1,200
138
$209K 0.05%
1,190
-95
139
$206K 0.05%
2,511
-25
140
$202K 0.05%
1,160
-290
141
$177K 0.04%
15,000
-2,500
142
$158K 0.04%
12,720
-1,280
143
– –
-2,675
144
– –
-91,144
145
– –
-2,453
146
– –
-11,635
147
– –
-1,500
148
– –
-142
149
– –
-15,400
150
– –
-2,700
3 4 5
6
7