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
$549M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.6M
3
+$3.19M
4
TXN icon
Texas Instruments
TXN
+$2.07M
5
C icon
Citigroup
C
+$1.94M

Top Sells

1
+$5.8M
2
+$3M
3
+$2.44M
4
META icon
Meta Platforms (Facebook)
META
+$2.13M
5
BX icon
Blackstone
BX
+$2.1M

Sector Composition

1 Technology 14.84%
2 Financials 14.3%
3 Industrials 12.04%
4 Energy 10.54%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$265K 0.05%
1,890
+208
152
$254K 0.05%
+1,775
153
$253K 0.05%
2,729
+418
154
$253K 0.05%
6,657
+1,704
155
$248K 0.05%
3,582
156
$242K 0.04%
1,571
-59
157
$241K 0.04%
987
-216
158
$229K 0.04%
3,800
-200
159
$225K 0.04%
2,950
-100
160
$213K 0.04%
6,000
161
$209K 0.04%
2,890
-1,665
162
$206K 0.04%
1,521
-317
163
$203K 0.04%
2,597
164
$154K 0.03%
18,500
165
– –
-2,500
166
– –
-76,970
167
– –
-5,000
168
– –
-13,316
169
– –
-4,029
170
– –
-78,015
171
– –
-2,658
172
– –
-2,108
173
– –
-4,336
174
– –
-3,500
175
– –
-6,258
3 4 5 6
7