GIA
Granite Investment Advisors Portfolio holdings
AUM
$618M
This Quarter Return
+11.65%
1 Year Return
+31.32%
3 Year Return
+55.57%
5 Year Return
+99.48%
10 Year Return
–
AUM
$512M
AUM Growth
+$512M
(+11%)
Cap. Flow
+$35.8M
Cap. Flow
% of AUM
7%
Top 10 Holdings %
Top 10 Hldgs %
26.51%
Holding
170
New
14
Increased
59
Reduced
61
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$24.2M |
| 2 |
FedEx
FDX
|
$7.86M |
| 3 |
Cummins
CMI
|
$2.15M |
| 4 |
Canadian Pacific Kansas City
CP
|
$2.11M |
| 5 |
United Parcel Service
UPS
|
$2.08M |
Top Sells
| 1 |
Intel
INTC
|
$6.64M |
| 2 |
McDonald's
MCD
|
$2.77M |
| 3 |
Stryker
SYK
|
$2.57M |
| 4 |
Boeing
BA
|
$2.48M |
| 5 |
American Express
AXP
|
$2.13M |
Sector Composition
| 1 | Technology | 17.73% |
| 2 | Healthcare | 14.78% |
| 3 | Financials | 12.2% |
| 4 | Industrials | 11.7% |
| 5 | Consumer Discretionary | 10% |
