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
$598M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$6.2M
3
+$6.01M
4
PWR icon
Quanta Services
PWR
+$4.06M
5
LIN icon
Linde
LIN
+$3.48M

Top Sells

1
+$8.33M
2
+$4.49M
3
+$3.99M
4
APD icon
Air Products & Chemicals
APD
+$3.24M
5
LMT icon
Lockheed Martin
LMT
+$2.97M

Sector Composition

1 Technology 16.6%
2 Financials 13.89%
3 Healthcare 12.94%
4 Industrials 12.62%
5 Consumer Discretionary 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$461K 0.08%
12,000
-5,500
127
$458K 0.08%
945
-380
128
$447K 0.07%
28,255
-11,745
129
$447K 0.07%
3,675
130
$439K 0.07%
810
-440
131
$424K 0.07%
25,460
132
$422K 0.07%
8,596
133
$418K 0.07%
1,641
-5
134
$408K 0.07%
3,270
135
$408K 0.07%
3,550
136
$408K 0.07%
6,771
137
$399K 0.07%
1,175
138
$392K 0.07%
5,430
-4,810
139
$384K 0.06%
16,500
140
$359K 0.06%
6,000
141
$358K 0.06%
+297
142
$352K 0.06%
9,705
143
$340K 0.06%
3,300
144
$338K 0.06%
1,615
145
$334K 0.06%
1,830
146
$319K 0.05%
+975
147
$312K 0.05%
+6,300
148
$306K 0.05%
1,321
-60
149
$302K 0.05%
2,325
150
$292K 0.05%
635
4 5
6
7 8