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
$562M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$5.83M
3
+$3.06M
4
NEM icon
Newmont
NEM
+$1.83M
5
SYY icon
Sysco
SYY
+$1.4M

Top Sells

1
+$4.68M
2
+$3.01M
3
+$1.49M
4
CCL icon
Carnival Corp
CCL
+$1.47M
5
ADBE icon
Adobe
ADBE
+$1.41M

Sector Composition

1 Technology 16.6%
2 Healthcare 13.64%
3 Financials 12.84%
4 Industrials 12.61%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$622K 0.11%
2,985
127
$588K 0.1%
15,504
+2,954
128
$582K 0.1%
6,855
129
$509K 0.09%
1,325
130
$486K 0.09%
7,113
131
$449K 0.08%
2,307
-87
132
$441K 0.08%
3,675
133
$434K 0.08%
2,170
-25
134
$427K 0.08%
1,175
135
$406K 0.07%
8,596
136
$405K 0.07%
3,270
137
$395K 0.07%
6,771
138
$374K 0.07%
1,420
139
$357K 0.06%
9,705
-1,035
140
$354K 0.06%
3,550
141
$352K 0.06%
1,646
-247
142
$351K 0.06%
+785
143
$348K 0.06%
25,460
-5,585
144
$343K 0.06%
16,500
-1,000
145
$338K 0.06%
635
146
$330K 0.06%
6,000
147
$321K 0.06%
2,325
-700
148
$313K 0.06%
3,300
149
$297K 0.05%
+1,615
150
$293K 0.05%
1,830
-73
3 4 5
6
7