GIA

Granite Investment Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 31.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$3.76M
3
+$3.4M
4
AXP icon
American Express
AXP
+$2.13M
5
ABT icon
Abbott
ABT
+$1.74M

Top Sells

1
+$9.22M
2
+$3.57M
3
+$2.66M
4
C icon
Citigroup
C
+$2.21M
5
AMGN icon
Amgen
AMGN
+$2.06M

Sector Composition

1 Financials 14.77%
2 Healthcare 14.05%
3 Technology 13.4%
4 Industrials 10.89%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$204K 0.04%
2,850
152
$202K 0.04%
2,572
153
$117K 0.02%
18,500
154
– –
-2,950
155
– –
-2,625
156
– –
-95
157
– –
-1,775
158
– –
-2,800
159
– –
-36,315
160
– –
-8,420
161
– –
-987
162
– –
-4,750
163
– –
-80,628
164
– –
-6,657
165
– –
-1,000
166
– –
-2,458
167
– –
-11,718
168
– –
-3,829
169
– –
-2,828
170
– –
-8,700
3 4 5 6
7