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
$462M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$4.07M
3
+$2.48M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.46M
5
ATVI
Activision Blizzard
ATVI
+$2.12M

Top Sells

1
+$2.88M
2
+$2.87M
3
+$2.82M
4
NOC icon
Northrop Grumman
NOC
+$2.31M
5
BA icon
Boeing
BA
+$1.64M

Sector Composition

1 Technology 19.58%
2 Healthcare 15.98%
3 Financials 12.76%
4 Consumer Discretionary 10.23%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$343K 0.07%
1,250
+90
127
$343K 0.07%
1,175
+100
128
$339K 0.07%
1,325
+95
129
$337K 0.07%
14,550
130
$333K 0.07%
1,990
131
$333K 0.07%
6,771
132
$333K 0.07%
8,596
133
$319K 0.07%
3,270
+270
134
$311K 0.07%
+3,675
135
$301K 0.07%
+6,000
136
$286K 0.06%
635
+55
137
$281K 0.06%
1,420
138
$275K 0.06%
8,872
+106
139
$274K 0.06%
4,560
140
$268K 0.06%
3,002
-6,323
141
$261K 0.06%
1,285
+95
142
$241K 0.05%
+3,345
143
$236K 0.05%
+2,403
144
$233K 0.05%
+2,675
145
$231K 0.05%
+1,903
146
$229K 0.05%
+1,200
147
$226K 0.05%
+142
148
$225K 0.05%
+2,765
149
$219K 0.05%
+3,300
150
$219K 0.05%
+756
3 4 5
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