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
$545M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.24M
3
+$8.17M
4
BNS icon
Scotiabank
BNS
+$7.42M
5
FDX icon
FedEx
FDX
+$6.24M

Top Sells

1
+$10.1M
2
+$8.88M
3
+$6.8M
4
BCR
CR Bard Inc.
BCR
+$5.57M
5
ABT icon
Abbott
ABT
+$4.75M

Sector Composition

1 Financials 15.28%
2 Technology 13.83%
3 Industrials 12.7%
4 Healthcare 10.55%
5 Energy 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$260K 0.05%
+2,460
152
$256K 0.05%
3,000
153
$251K 0.05%
3,500
154
$250K 0.05%
4,000
155
$245K 0.05%
3,582
+100
156
$244K 0.04%
6,000
157
$238K 0.04%
6,000
158
$238K 0.04%
+3,050
159
$232K 0.04%
2,500
160
$228K 0.04%
1,682
+82
161
$226K 0.04%
+1,630
162
$222K 0.04%
+2,550
163
$219K 0.04%
2,311
-3,325
164
$219K 0.04%
+4,953
165
$219K 0.04%
4,336
166
$217K 0.04%
5,000
167
$217K 0.04%
4,029
168
$204K 0.04%
2,597
169
$202K 0.04%
2,108
170
$133K 0.02%
18,500
171
– –
-68,586
172
– –
-75,940
173
– –
-3,000
174
– –
-9,000
175
– –
-1,000
4 5 6
7
8