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
$512M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$2.15M
3
+$2.11M
4
UPS icon
United Parcel Service
UPS
+$2.08M
5
NEE icon
NextEra Energy
NEE
+$1.98M

Top Sells

1
+$6.64M
2
+$3.54M
3
+$2.77M
4
SYK icon
Stryker
SYK
+$2.57M
5
BA icon
Boeing
BA
+$2.48M

Sector Composition

1 Technology 17.73%
2 Healthcare 14.78%
3 Financials 12.2%
4 Industrials 11.7%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$409K 0.08%
1,250
127
$408K 0.08%
2,394
-5
128
$407K 0.08%
7,855
-128,107
129
$407K 0.08%
3,025
130
$395K 0.08%
3,550
+875
131
$384K 0.08%
1,175
132
$383K 0.07%
31,045
-30
133
$379K 0.07%
17,500
134
$376K 0.07%
12,550
-2,806
135
$374K 0.07%
10,740
+1,868
136
$372K 0.07%
6,771
137
$352K 0.07%
1,990
138
$352K 0.07%
8,596
139
$350K 0.07%
14,550
140
$345K 0.07%
3,270
141
$335K 0.07%
1,325
142
$331K 0.06%
6,000
143
$313K 0.06%
1,893
-14,987
144
$305K 0.06%
635
145
$292K 0.06%
3,675
146
$285K 0.06%
1,420
147
$277K 0.05%
3,300
148
$266K 0.05%
3,689
+687
149
$252K 0.05%
1,200
150
$243K 0.05%
142
3 4 5
6
7